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 | $58,692 | $54,762+7.2% | $90,281-35.0% | $72,985-19.6% |
| Participation rate | 57.6% | 65.1%-7.6pp | 73.3%-15.7pp | 69.5%-11.9pp |
| Annual return | 17.07% | 30.63%-13.6pp | 78.10%-61.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,799 | $2,092-14.0% | $2,854-37.0% | $2,440-26.3% |
| Participant deferral / active EE | $2,273 | $2,887-21.3% | $3,885-41.5% | $3,607-37.0% |
| Admin fee / account holder | $3,244 | $3,972-18.3% | $5,351-39.4% | $5,124-36.7% |