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 | $81,389 | $81,248+0.2% | $155,509-47.7% | $80,856+0.7% |
| Participation rate | 60.4% | 66.2%-5.8pp | 78.2%-17.8pp | 67.6%-7.2pp |
| Annual return | 23.40% | 33.31%-9.9pp | 64.67%-41.3pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,685 | $3,100-45.7% | $4,672-63.9% | $2,755-38.8% |
| Participant deferral / active EE | $3,437 | $3,452-0.4% | $5,626-38.9% | $4,296-20.0% |
| Admin fee / account holder | $6,539 | $7,997-18.2% | $15,912-58.9% | $6,918-5.5% |