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 | $31,809 | $58,512-45.6% | $84,015-62.1% | $72,985-56.4% |
| Participation rate | 65.7% | 61.2%+4.5pp | 69.0%-3.3pp | 69.5%-3.8pp |
| Annual return | 19.60% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,094 | $1,163-6.0% | $1,983-44.9% | $2,440-55.2% |
| Participant deferral / active EE | $3,189 | $2,394+33.2% | $3,239-1.5% | $3,607-11.6% |
| Admin fee / account holder | $4,658 | $4,569+2.0% | $6,101-23.6% | $5,124-9.1% |