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 | $71,652 | $72,277-0.9% | $101,248-29.2% | $79,858-10.3% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 15.06% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,574 | $2,692-41.5% | $3,660-57.0% | $2,471-36.3% |
| Participant deferral / active EE | $2,681 | $3,282-18.3% | $4,370-38.7% | $3,740-28.3% |
| Admin fee / account holder | $1,707 | $4,400-61.2% | $5,945-71.3% | $5,306-67.8% |