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 | $53,881 | $55,706-3.3% | $75,886-29.0% | $72,985-26.2% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.3%-15.4pp | 69.5%-15.6pp |
| Annual return | 17.01% | 27.59%-10.6pp | 30.76%-13.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,996 | $1,687+18.3% | $2,500-20.2% | $2,440-18.2% |
| Participant deferral / active EE | $3,534 | $2,634+34.2% | $3,603-1.9% | $3,607-2.0% |
| Admin fee / account holder | $1,509 | $3,978-62.1% | $5,418-72.1% | $5,124-70.5% |