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 | $53,349 | $76,552-30.3% | $123,892-56.9% | $62,891-15.2% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 6.95% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,493 | $2,883-48.2% | $4,617-67.7% | $2,281-34.5% |
| Participant deferral / active EE | $3,498 | $4,840-27.7% | $5,984-41.5% | $3,203+9.2% |
| Admin fee / account holder | $8,023 | $4,826+66.2% | $8,357-4.0% | $4,296+86.8% |