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 | $62,139 | $65,365-4.9% | $92,893-33.1% | $72,985-14.9% |
| Participation rate | 62.2% | 68.3%-6.1pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 22.69% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,338 | $2,594-48.4% | $3,653-63.4% | $2,440-45.2% |
| Participant deferral / active EE | $2,874 | $3,128-8.1% | $4,236-32.2% | $3,607-20.3% |
| Admin fee / account holder | $2,927 | $4,251-31.2% | $5,794-49.5% | $5,124-42.9% |