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 | $65,144 | $58,512+11.3% | $84,015-22.5% | $72,985-10.7% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 27.71% | 28.93%-1.2pp | 71.31%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,471 | $1,163+26.5% | $1,983-25.9% | $2,440-39.7% |
| Participant deferral / active EE | $4,739 | $2,394+98.0% | $3,239+46.3% | $3,607+31.4% |
| Admin fee / account holder | $582 | $4,569-87.3% | $6,101-90.5% | $5,124-88.6% |