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 | $61,515 | $46,553+32.1% | $64,056-4.0% | $75,163-18.2% |
| Participation rate | 47.1% | 65.9%-18.8pp | 72.3%-25.2pp | 67.2%-20.0pp |
| Annual return | 14.82% | 26.03%-11.2pp | 33.69%-18.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,605 | $1,974-18.7% | $2,747-41.6% | $2,670-39.9% |
| Participant deferral / active EE | $3,385 | $2,837+19.3% | $3,880-12.8% | $4,125-18.0% |
| Admin fee / account holder | $1,571 | $2,952-46.8% | $3,068-48.8% | $5,651-72.2% |