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 | $59,790 | $67,606-11.6% | $82,313-27.4% | $70,131-14.7% |
| Participation rate | 68.5% | 72.8%-4.3pp | 76.9%-8.4pp | 69.5%-1.0pp |
| Annual return | 16.37% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,516 | $1,755-13.6% | $2,428-37.6% | $2,342-35.3% |
| Participant deferral / active EE | $3,087 | $2,987+3.4% | $3,706-16.7% | $3,332-7.3% |
| Admin fee / account holder | $4,186 | $4,512-7.2% | $5,608-25.4% | $4,645-9.9% |