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 | $39,428 | $163,101-75.8% | $136,749-71.2% | $142,382-72.3% |
| Participation rate | 58.3% | 78.2%-19.9pp | 72.1%-13.8pp | 80.1%-21.8pp |
| Annual return | 20.12% | 27.54%-7.4pp | 24.33%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,482 | $4,117-64.0% | $3,400-56.4% | $4,299-65.5% |
| Participant deferral / active EE | $4,110 | $5,585-26.4% | $4,692-12.4% | $6,507-36.8% |
| Admin fee / account holder | $1,639 | $14,318-88.6% | $11,386-85.6% | $12,624-87.0% |