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 | $51,267 | $46,553+10.1% | $64,056-20.0% | $75,163-31.8% |
| Participation rate | 64.8% | 65.9%-1.1pp | 72.3%-7.5pp | 67.2%-2.4pp |
| Annual return | 13.76% | 26.03%-12.3pp | 33.69%-19.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,362 | $1,974-31.0% | $2,747-50.4% | $2,670-49.0% |
| Participant deferral / active EE | $3,486 | $2,837+22.9% | $3,880-10.2% | $4,125-15.5% |
| Admin fee / account holder | $7,786 | $2,952+163.8% | $3,068+153.8% | $5,651+37.8% |