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 | $66,050 | $74,927-11.8% | $101,794-35.1% | $84,808-22.1% |
| Participation rate | 56.6% | 61.4%-4.8pp | 69.2%-12.6pp | 68.3%-11.7pp |
| Annual return | 13.07% | 18.70%-5.6pp | 30.53%-17.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $567 | $1,522-62.8% | $2,289-75.2% | $2,631-78.5% |
| Participant deferral / active EE | $2,451 | $3,099-20.9% | $4,084-40.0% | $4,212-41.8% |
| Admin fee / account holder | $6,840 | $6,514+5.0% | $8,777-22.1% | $7,344-6.9% |