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 | $54,342 | $57,016-4.7% | $84,966-36.0% | $80,856-32.8% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 26.27% | 21.66%+4.6pp | 66.38%-40.1pp | 35.59%-9.3pp |
| Employer contribution / active EE | $1,843 | $1,798+2.5% | $2,727-32.4% | $2,755-33.1% |
| Participant deferral / active EE | $4,042 | $3,110+30.0% | $4,519-10.6% | $4,296-5.9% |
| Admin fee / account holder | $9,321 | $4,980+87.2% | $6,149+51.6% | $6,918+34.7% |