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 10-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 | $61,079 | $60,892+0.3% | $82,389-25.9% | $84,808-28.0% |
| Participation rate | 49.4% | 63.3%-13.8pp | 69.5%-20.1pp | 68.3%-18.9pp |
| Annual return | 15.68% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,379 | $1,779-22.5% | $2,517-45.2% | $2,631-47.6% |
| Participant deferral / active EE | $1,908 | $3,179-40.0% | $4,155-54.1% | $4,212-54.7% |
| Admin fee / account holder | $5,589 | $5,467+2.2% | $7,231-22.7% | $7,344-23.9% |