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 | $36,831 | $81,248-54.7% | $155,509-76.3% | $80,856-54.4% |
| Participation rate | 67.3% | 66.2%+1.0pp | 78.2%-10.9pp | 67.6%-0.4pp |
| Annual return | 12.63% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,798 | $3,100-42.0% | $4,672-61.5% | $2,755-34.7% |
| Participant deferral / active EE | $2,188 | $3,452-36.6% | $5,626-61.1% | $4,296-49.1% |
| Admin fee / account holder | $4,474 | $7,997-44.1% | $15,912-71.9% | $6,918-35.3% |