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 | $69,071 | $59,839+15.4% | $81,983-15.7% | $79,858-13.5% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.2%-1.0pp | 69.6%-1.3pp |
| Annual return | 15.19% | 17.56%-2.4pp | 41.31%-26.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,011 | $1,713-41.0% | $2,498-59.5% | $2,471-59.1% |
| Participant deferral / active EE | $3,000 | $2,695+11.3% | $3,722-19.4% | $3,740-19.8% |
| Admin fee / account holder | $340 | $4,287-92.1% | $5,664-94.0% | $5,306-93.6% |