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 | $62,572 | $59,839+4.6% | $81,983-23.7% | $79,858-21.6% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.2%-15.4pp | 69.6%-15.8pp |
| Annual return | 14.49% | 17.56%-3.1pp | 41.31%-26.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,295 | $1,713-24.4% | $2,498-48.2% | $2,471-47.6% |
| Participant deferral / active EE | $3,411 | $2,695+26.5% | $3,722-8.4% | $3,740-8.8% |
| Admin fee / account holder | $8,836 | $4,287+106.1% | $5,664+56.0% | $5,306+66.5% |