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 | $36,402 | $76,367-52.3% | $93,606-61.1% | $72,985-50.1% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 21.14% | 25.82%-4.7pp | 32.76%-11.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,714 | $2,275-24.7% | $2,718-36.9% | $2,440-29.7% |
| Participant deferral / active EE | $4,065 | $3,538+14.9% | $4,069-0.1% | $3,607+12.7% |
| Admin fee / account holder | $1,371 | $6,838-80.0% | $7,888-82.6% | $5,124-73.3% |