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 | $61,387 | $58,512+4.9% | $84,015-26.9% | $72,985-15.9% |
| Participation rate | 64.1% | 61.2%+2.9pp | 69.0%-4.9pp | 69.5%-5.4pp |
| Annual return | 21.26% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $863 | $1,163-25.8% | $1,983-56.5% | $2,440-64.6% |
| Participant deferral / active EE | $1,832 | $2,394-23.5% | $3,239-43.4% | $3,607-49.2% |
| Admin fee / account holder | $9,361 | $4,569+104.9% | $6,101+53.4% | $5,124+82.7% |