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 | $57,236 | $54,705+4.6% | $71,209-19.6% | $84,808-32.5% |
| Participation rate | 68.8% | 64.1%+4.7pp | 73.8%-5.0pp | 68.3%+0.4pp |
| Annual return | 17.13% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,711 | $2,158-20.7% | $2,721-37.1% | $2,631-35.0% |
| Participant deferral / active EE | $2,613 | $3,030-13.8% | $4,175-37.4% | $4,212-38.0% |
| Admin fee / account holder | $4,367 | $4,863-10.2% | $5,349-18.4% | $7,344-40.5% |