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 | $51,139 | $58,523-12.6% | $99,443-48.6% | $72,985-29.9% |
| Participation rate | 59.5% | 64.6%-5.2pp | 73.8%-14.4pp | 69.5%-10.0pp |
| Annual return | 20.13% | 28.51%-8.4pp | 30.72%-10.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,614 | $1,512+6.8% | $2,540-36.4% | $2,440-33.8% |
| Participant deferral / active EE | $2,934 | $2,606+12.6% | $3,619-18.9% | $3,607-18.7% |
| Admin fee / account holder | $15,556 | $4,102+279.2% | $6,250+148.9% | $5,124+203.6% |