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 | $61,093 | $60,349+1.2% | $74,183-17.6% | $62,891-2.9% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 9.98% | 21.37%-11.4pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $407 | $1,680-75.8% | $2,370-82.8% | $2,281-82.2% |
| Participant deferral / active EE | $2,633 | $2,856-7.8% | $3,550-25.8% | $3,203-17.8% |
| Admin fee / account holder | $1,133 | $4,261-73.4% | $5,586-79.7% | $4,296-73.6% |