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 | $31,597 | $81,248-61.1% | $155,509-79.7% | $80,856-60.9% |
| Participation rate | 64.6% | 66.2%-1.6pp | 78.2%-13.6pp | 67.6%-3.0pp |
| Annual return | 16.26% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,722 | $3,100-44.5% | $4,672-63.1% | $2,755-37.5% |
| Participant deferral / active EE | $3,702 | $3,452+7.3% | $5,626-34.2% | $4,296-13.8% |
| Admin fee / account holder | $3,861 | $7,997-51.7% | $15,912-75.7% | $6,918-44.2% |