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 | $43,345 | $57,354-24.4% | $83,848-48.3% | $64,186-32.5% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | 12.86% | 11.38%+1.5pp | 850.88%-838.0pp | 7.63%+5.2pp |
| Employer contribution / active EE | $2,036 | $2,545-20.0% | $3,631-43.9% | $2,381-14.5% |
| Participant deferral / active EE | $3,538 | $2,993+18.2% | $4,082-13.3% | $3,470+2.0% |
| Admin fee / account holder | $1,084 | $4,046-73.2% | $5,478-80.2% | $4,888-77.8% |