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 | $64,304 | $62,672+2.6% | $185,117-65.3% | $70,131-8.3% |
| Participation rate | 51.4% | 63.8%-12.3pp | 77.3%-25.8pp | 69.5%-18.1pp |
| Annual return | 20.54% | 40.79%-20.2pp | 40.50%-20.0pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,143 | $1,753-34.8% | $4,182-72.7% | $2,342-51.2% |
| Participant deferral / active EE | $3,901 | $3,272+19.2% | $5,045-22.7% | $3,332+17.1% |
| Admin fee / account holder | $1,574 | $3,932-60.0% | $8,159-80.7% | $4,645-66.1% |