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 | $44,313 | $64,480-31.3% | $81,382-45.5% | $80,856-45.2% |
| Participation rate | 59.3% | 63.9%-4.5pp | 69.5%-10.2pp | 67.6%-8.3pp |
| Annual return | 16.02% | 16.34%-0.3pp | 24.73%-8.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,355 | $1,978-31.5% | $2,463-45.0% | $2,755-50.8% |
| Participant deferral / active EE | $2,924 | $3,094-5.5% | $3,883-24.7% | $4,296-31.9% |
| Admin fee / account holder | $2,841 | $5,671-49.9% | $5,768-50.7% | $6,918-58.9% |