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 | $42,104 | $80,968-48.0% | $96,544-56.4% | $75,163-44.0% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 21.09% | 27.06%-6.0pp | 25.84%-4.8pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,267 | $2,282-44.5% | $2,965-57.3% | $2,670-52.5% |
| Participant deferral / active EE | $3,231 | $3,928-17.7% | $4,851-33.4% | $4,125-21.7% |
| Admin fee / account holder | $989 | $6,724-85.3% | $8,252-88.0% | $5,651-82.5% |