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 | $60,666 | $58,512+3.7% | $84,015-27.8% | $72,985-16.9% |
| Participation rate | 53.7% | 61.2%-7.5pp | 69.0%-15.3pp | 69.5%-15.8pp |
| Annual return | 22.78% | 28.93%-6.1pp | 71.31%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,160 | $1,163-0.3% | $1,983-41.5% | $2,440-52.5% |
| Participant deferral / active EE | $2,353 | $2,394-1.7% | $3,239-27.4% | $3,607-34.8% |
| Admin fee / account holder | $569 | $4,569-87.6% | $6,101-90.7% | $5,124-88.9% |