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 | $63,092 | $57,065+10.6% | $75,670-16.6% | $70,131-10.0% |
| Participation rate | 64.7% | 68.1%-3.4pp | 72.3%-7.6pp | 69.5%-4.8pp |
| Annual return | 12.52% | 23.57%-11.0pp | 27.34%-14.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $479 | $1,817-73.6% | $2,352-79.6% | $2,342-79.6% |
| Participant deferral / active EE | $2,098 | $2,580-18.7% | $3,142-33.2% | $3,332-37.0% |
| Admin fee / account holder | $1,514 | $3,825-60.4% | $5,800-73.9% | $4,645-67.4% |