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 | $57,088 | $87,013-34.4% | $106,213-46.3% | $80,856-29.4% |
| Participation rate | 64.4% | 70.4%-6.0pp | 75.3%-10.8pp | 67.6%-3.2pp |
| Annual return | 13.09% | 17.05%-4.0pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,802 | $2,395-24.8% | $3,171-43.2% | $2,755-34.6% |
| Participant deferral / active EE | $3,079 | $3,986-22.8% | $5,016-38.6% | $4,296-28.3% |
| Admin fee / account holder | $4,572 | $8,431-45.8% | $11,033-58.6% | $6,918-33.9% |