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 | $29,415 | $59,839-50.8% | $81,983-64.1% | $79,858-63.2% |
| Participation rate | 65.4% | 61.6%+3.8pp | 69.2%-3.9pp | 69.6%-4.2pp |
| Annual return | 30.45% | 17.56%+12.9pp | 41.31%-10.9pp | 31.71%-1.3pp |
| Employer contribution / active EE | $1,380 | $1,713-19.5% | $2,498-44.8% | $2,471-44.2% |
| Participant deferral / active EE | $3,743 | $2,695+38.9% | $3,722+0.6% | $3,740+0.1% |
| Admin fee / account holder | $5,158 | $4,287+20.3% | $5,664-8.9% | $5,306-2.8% |