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 | $40,504 | $71,057-43.0% | $93,654-56.8% | $80,874-49.9% |
| Participation rate | 63.6% | 60.4%+3.2pp | 68.7%-5.1pp | 67.6%-4.0pp |
| Annual return | 15.31% | 11.26%+4.0pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,969 | $1,564+25.9% | $2,421-18.7% | $2,756-28.6% |
| Participant deferral / active EE | $4,090 | $4,034+1.4% | $4,413-7.3% | $4,297-4.8% |
| Admin fee / account holder | $1,866 | $6,944-73.1% | $8,282-77.5% | $6,935-73.1% |