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 | $58,746 | $57,541+2.1% | $95,745-38.6% | $75,163-21.8% |
| Participation rate | 40.0% | 62.5%-22.5pp | 72.3%-32.3pp | 67.2%-27.2pp |
| Annual return | 18.52% | 34.93%-16.4pp | 28.35%-9.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,003 | $1,808-44.5% | $2,835-64.6% | $2,670-62.4% |
| Participant deferral / active EE | $2,359 | $3,074-23.3% | $4,245-44.4% | $4,125-42.8% |
| Admin fee / account holder | $1,068 | $4,099-74.0% | $5,678-81.2% | $5,651-81.1% |