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 | $59,116 | $63,764-7.3% | $81,930-27.8% | $79,858-26.0% |
| Participation rate | 41.9% | 67.5%-25.6pp | 72.0%-30.1pp | 69.6%-27.7pp |
| Annual return | 15.23% | 22.66%-7.4pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,363 | $1,795-24.1% | $4,310-68.4% | $2,471-44.9% |
| Participant deferral / active EE | $3,035 | $2,780+9.2% | $7,107-57.3% | $3,740-18.8% |
| Admin fee / account holder | $5,858 | $4,426+32.3% | $5,158+13.6% | $5,306+10.4% |