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 | $60,565 | $62,672-3.4% | $185,117-67.3% | $70,131-13.6% |
| Participation rate | 54.7% | 63.8%-9.0pp | 77.3%-22.5pp | 69.5%-14.8pp |
| Annual return | 21.27% | 40.79%-19.5pp | 40.50%-19.2pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,605 | $1,753-8.4% | $4,182-61.6% | $2,342-31.5% |
| Participant deferral / active EE | $2,841 | $3,272-13.2% | $5,045-43.7% | $3,332-14.7% |
| Admin fee / account holder | $3,208 | $3,932-18.4% | $8,159-60.7% | $4,645-30.9% |