See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,111 | $56,053+7.2% | $75,972-20.9% | $80,856-25.7% |
| Participation rate | 55.4% | 62.0%-6.6pp | 69.1%-13.6pp | 67.6%-12.2pp |
| Annual return | 11.01% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,781 | $1,874-5.0% | $2,685-33.7% | $2,755-35.3% |
| Participant deferral / active EE | $2,799 | $3,052-8.3% | $4,255-34.2% | $4,296-34.8% |
| Admin fee / account holder | $9,499 | $5,234+81.5% | $6,467+46.9% | $6,918+37.3% |