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 | $39,614 | $45,073-12.1% | $69,455-43.0% | $72,985-45.7% |
| Participation rate | 60.0% | 68.5%-8.5pp | 74.6%-14.6pp | 69.5%-9.5pp |
| Annual return | 22.23% | 22.65%-0.4pp | 28.97%-6.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,590 | $2,054-22.6% | $2,779-42.8% | $2,440-34.8% |
| Participant deferral / active EE | $2,764 | $2,602+6.2% | $3,535-21.8% | $3,607-23.4% |
| Admin fee / account holder | $584 | $3,056-80.9% | $3,839-84.8% | $5,124-88.6% |