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 | $56,781 | $64,348-11.8% | $90,160-37.0% | $70,131-19.0% |
| Participation rate | 64.7% | 70.4%-5.7pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 17.41% | 28.13%-10.7pp | 34.88%-17.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,163 | $2,046-43.2% | $3,318-65.0% | $2,342-50.4% |
| Participant deferral / active EE | $3,835 | $4,389-12.6% | $5,288-27.5% | $3,332+15.1% |
| Admin fee / account holder | $7,060 | $3,944+79.0% | $5,943+18.8% | $4,645+52.0% |