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 | $68,415 | $67,606+1.2% | $82,313-16.9% | $70,131-2.4% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 15.97% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,336 | $1,755-23.9% | $2,428-45.0% | $2,342-43.0% |
| Participant deferral / active EE | $2,134 | $2,987-28.5% | $3,706-42.4% | $3,332-35.9% |
| Admin fee / account holder | $1,501 | $4,512-66.7% | $5,608-73.2% | $4,645-67.7% |