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 | $65,828 | $57,590+14.3% | $86,233-23.7% | $82,448-20.2% |
| Participation rate | 60.2% | 57.9%+2.4pp | 69.0%-8.8pp | 68.1%-7.9pp |
| Annual return | 17.30% | 22.41%-5.1pp | 61.39%-44.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,676 | $1,655+1.2% | $2,504-33.1% | $2,551-34.3% |
| Participant deferral / active EE | $2,839 | $3,080-7.8% | $4,559-37.7% | $4,139-31.4% |
| Admin fee / account holder | $497 | $4,730-89.5% | $8,342-94.0% | $7,234-93.1% |