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 | $65,506 | $74,927-12.6% | $101,794-35.6% | $84,808-22.8% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.2%-12.4pp | 68.3%-11.6pp |
| Annual return | 16.19% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $572 | $1,522-62.4% | $2,289-75.0% | $2,631-78.2% |
| Participant deferral / active EE | $3,324 | $3,099+7.3% | $4,084-18.6% | $4,212-21.1% |
| Admin fee / account holder | $1,379 | $6,514-78.8% | $8,777-84.3% | $7,344-81.2% |