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 | $63,416 | $66,098-4.1% | $101,794-37.7% | $74,304-14.7% |
| Participation rate | 65.7% | 53.8%+11.9pp | 69.2%-3.5pp | 60.3%+5.3pp |
| Annual return | 17.81% | 19.59%-1.8pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,883 | $1,082+74.1% | $2,289-17.7% | $2,241-16.0% |
| Participant deferral / active EE | $3,379 | $2,781+21.5% | $4,084-17.3% | $3,767-10.3% |
| Admin fee / account holder | $3,168 | $4,146-23.6% | $8,777-63.9% | $2,969+6.7% |