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 | $57,057-4.8% | $85,009-36.1% | $80,874-32.8% |
| Participation rate | 57.1% | 56.4%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 26.27% | 21.66%+4.6pp | 66.47%-40.2pp | 35.62%-9.3pp |
| Employer contribution / active EE | $1,843 | $1,799+2.5% | $2,728-32.4% | $2,756-33.1% |
| Participant deferral / active EE | $4,042 | $3,112+29.9% | $4,522-10.6% | $4,297-5.9% |
| Admin fee / account holder | $9,321 | $4,986+86.9% | $6,153+51.5% | $6,935+34.4% |