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 | $56,360 | $72,012-21.7% | $185,823-69.7% | $79,858-29.4% |
| Participation rate | 59.0% | 65.8%-6.8pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 26.47% | 23.12%+3.4pp | 35.95%-9.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,638 | $1,965-16.6% | $4,087-59.9% | $2,471-33.7% |
| Participant deferral / active EE | $2,768 | $3,779-26.8% | $5,632-50.9% | $3,740-26.0% |
| Admin fee / account holder | $4,864 | $4,513+7.8% | $9,500-48.8% | $5,306-8.3% |