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 | $62,356 | $83,477-25.3% | $125,175-50.2% | $72,985-14.6% |
| Participation rate | 41.7% | 73.3%-31.6pp | 79.8%-38.1pp | 69.5%-27.8pp |
| Annual return | 22.53% | 25.78%-3.2pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,230 | $2,345-47.6% | $3,865-68.2% | $2,440-49.6% |
| Participant deferral / active EE | $2,687 | $3,585-25.1% | $4,937-45.6% | $3,607-25.5% |
| Admin fee / account holder | $1,669 | $5,517-69.7% | $9,702-82.8% | $5,124-67.4% |