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 | $43,718 | $48,046-9.0% | $84,611-48.3% | $72,985-40.1% |
| Participation rate | 59.3% | 57.6%+1.7pp | 68.2%-9.0pp | 69.5%-10.2pp |
| Annual return | 33.72% | 37.38%-3.7pp | 258.74%-225.0pp | 81.00%-47.3pp |
| Employer contribution / active EE | $1,679 | $1,602+4.8% | $2,652-36.7% | $2,440-31.2% |
| Participant deferral / active EE | $2,339 | $2,680-12.7% | $3,899-40.0% | $3,607-35.2% |
| Admin fee / account holder | $3,822 | $3,395+12.6% | $4,912-22.2% | $5,124-25.4% |