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 | $64,503 | $60,892+5.9% | $82,389-21.7% | $84,808-23.9% |
| Participation rate | 45.9% | 63.3%-17.4pp | 69.5%-23.6pp | 68.3%-22.4pp |
| Annual return | 13.45% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,741 | $1,779-2.2% | $2,517-30.8% | $2,631-33.8% |
| Participant deferral / active EE | $3,510 | $3,179+10.4% | $4,155-15.5% | $4,212-16.7% |
| Admin fee / account holder | $16,291 | $5,467+198.0% | $7,231+125.3% | $7,344+121.8% |