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 | $46,608 | $68,547-32.0% | $120,354-61.3% | $80,856-42.4% |
| Participation rate | 63.3% | 61.6%+1.7pp | 71.9%-8.6pp | 67.6%-4.3pp |
| Annual return | 13.63% | 23.60%-10.0pp | 107.15%-93.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,208 | $2,051+7.7% | $3,463-36.2% | $2,755-19.8% |
| Participant deferral / active EE | $4,152 | $3,173+30.8% | $4,991-16.8% | $4,296-3.3% |
| Admin fee / account holder | $418 | $5,732-92.7% | $9,423-95.6% | $6,918-94.0% |