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 | $65,187 | $63,764+2.2% | $81,930-20.4% | $79,858-18.4% |
| Participation rate | 61.2% | 67.5%-6.3pp | 72.0%-10.8pp | 69.6%-8.5pp |
| Annual return | 24.30% | 22.66%+1.6pp | 29.49%-5.2pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,486 | $1,795-17.3% | $4,310-65.5% | $2,471-39.9% |
| Participant deferral / active EE | $2,454 | $2,780-11.8% | $7,107-65.5% | $3,740-34.4% |
| Admin fee / account holder | $1,257 | $4,426-71.6% | $5,158-75.6% | $5,306-76.3% |