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 | $57,792 | $80,705-28.4% | $115,768-50.1% | $67,986-15.0% |
| Participation rate | 63.7% | 63.0%+0.7pp | 74.4%-10.7pp | 57.2%+6.5pp |
| Annual return | 19.51% | 18.49%+1.0pp | 100.46%-81.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,875 | $2,046-8.4% | $2,940-36.2% | $2,019-7.1% |
| Participant deferral / active EE | $2,819 | $3,559-20.8% | $4,917-42.7% | $3,358-16.0% |
| Admin fee / account holder | $3,321 | $4,135-19.7% | $12,439-73.3% | $3,203+3.7% |