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 | $42,029 | $65,041-35.4% | $90,951-53.8% | $79,858-47.4% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.7pp | 69.6%-10.3pp |
| Annual return | 11.44% | 30.45%-19.0pp | 134.60%-123.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,554 | $1,247+24.6% | $2,122-26.8% | $2,471-37.1% |
| Participant deferral / active EE | $2,616 | $2,512+4.1% | $3,373-22.4% | $3,740-30.1% |
| Admin fee / account holder | $1,361 | $4,536-70.0% | $5,959-77.2% | $5,306-74.4% |