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 | $50,231 | $86,929-42.2% | $102,423-51.0% | $80,856-37.9% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 11.01% | 18.88%-7.9pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,686 | $2,369-28.8% | $3,023-44.2% | $2,755-38.8% |
| Participant deferral / active EE | $3,292 | $4,118-20.1% | $5,053-34.8% | $4,296-23.4% |
| Admin fee / account holder | $1,123 | $8,049-86.0% | $9,451-88.1% | $6,918-83.8% |