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 | $64,651 | $65,685-1.6% | $57,179+13.1% | $273,961-76.4% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 5.80% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,993 | $3,279-39.2% | $2,682-25.7% | $4,869-59.1% |
| Participant deferral / active EE | $997 | $3,782-73.6% | $3,096-67.8% | $5,287-81.1% |
| Admin fee / account holder | $1,162 | $4,835-76.0% | $3,139-63.0% | $10,132-88.5% |