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 | $60,097 | $53,018+13.4% | $70,014-14.2% | $62,891-4.4% |
| Participation rate | 66.0% | 67.2%-1.2pp | 71.8%-5.8pp | 69.3%-3.3pp |
| Annual return | 7.27% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,746 | $1,799-2.9% | $2,338-25.3% | $2,281-23.4% |
| Participant deferral / active EE | $3,170 | $2,395+32.4% | $2,931+8.2% | $3,203-1.0% |
| Admin fee / account holder | $1,918 | $3,690-48.0% | $4,380-56.2% | $4,296-55.4% |