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 | $59,164 | $57,590+2.7% | $86,233-31.4% | $82,448-28.2% |
| Participation rate | 46.5% | 57.9%-11.4pp | 69.0%-22.5pp | 68.1%-21.6pp |
| Annual return | 16.54% | 22.41%-5.9pp | 61.39%-44.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,343 | $1,655-18.9% | $2,504-46.4% | $2,551-47.4% |
| Participant deferral / active EE | $3,061 | $3,080-0.6% | $4,559-32.9% | $4,139-26.1% |
| Admin fee / account holder | $2,277 | $4,730-51.9% | $8,342-72.7% | $7,234-68.5% |