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 | $50,897 | $58,512-13.0% | $84,015-39.4% | $72,985-30.3% |
| Participation rate | 59.6% | 61.2%-1.6pp | 69.0%-9.4pp | 69.5%-9.9pp |
| Annual return | 21.41% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $332 | $1,163-71.5% | $1,983-83.3% | $2,440-86.4% |
| Participant deferral / active EE | $2,037 | $2,394-14.9% | $3,239-37.1% | $3,607-43.5% |
| Admin fee / account holder | $5,996 | $4,569+31.2% | $6,101-1.7% | $5,124+17.0% |