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 | $69,948 | $57,057+22.6% | $85,009-17.7% | $80,874-13.5% |
| Participation rate | 67.1% | 56.4%+10.7pp | 67.5%-0.4pp | 67.6%-0.6pp |
| Annual return | 12.06% | 21.66%-9.6pp | 66.47%-54.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,796 | $1,799-0.1% | $2,728-34.2% | $2,756-34.8% |
| Participant deferral / active EE | $2,944 | $3,112-5.4% | $4,522-34.9% | $4,297-31.5% |
| Admin fee / account holder | $3,565 | $4,986-28.5% | $6,153-42.0% | $6,935-48.6% |