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 | $59,321 | $81,460-27.2% | $103,333-42.6% | $80,856-26.6% |
| Participation rate | 44.1% | 66.8%-22.8pp | 74.5%-30.4pp | 67.6%-23.6pp |
| Annual return | 20.20% | 25.55%-5.3pp | 24.88%-4.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,131 | $3,105-63.6% | $3,868-70.8% | $2,755-59.0% |
| Participant deferral / active EE | $2,155 | $3,869-44.3% | $5,057-57.4% | $4,296-49.8% |
| Admin fee / account holder | $2,285 | $6,566-65.2% | $8,355-72.6% | $6,918-67.0% |