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 | $43,304 | $106,749-59.4% | $145,433-70.2% | $82,448-47.5% |
| Participation rate | 65.7% | 75.6%-9.9pp | 82.1%-16.4pp | 68.1%-2.4pp |
| Annual return | 14.54% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,779 | $3,444-48.3% | $4,554-60.9% | $2,551-30.3% |
| Participant deferral / active EE | $2,664 | $6,519-59.1% | $7,897-66.3% | $4,139-35.6% |
| Admin fee / account holder | $6,771 | $8,390-19.3% | $13,129-48.4% | $7,234-6.4% |