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 | $64,994 | $72,492-10.3% | $87,100-25.4% | $72,985-10.9% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.5pp |
| Annual return | 25.28% | 24.46%+0.8pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,976 | $1,894+4.3% | $2,521-21.6% | $2,440-19.0% |
| Participant deferral / active EE | $3,323 | $3,270+1.6% | $4,049-17.9% | $3,607-7.9% |
| Admin fee / account holder | $21,072 | $5,055+316.9% | $7,497+181.1% | $5,124+311.2% |