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 | $37,575 | $73,933-49.2% | $96,683-61.1% | $75,163-50.0% |
| Participation rate | 59.3% | 66.4%-7.1pp | 74.3%-15.0pp | 67.2%-7.9pp |
| Annual return | 16.54% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,467 | $2,928-15.7% | $3,737-34.0% | $2,670-7.6% |
| Participant deferral / active EE | $3,941 | $3,659+7.7% | $4,878-19.2% | $4,125-4.5% |
| Admin fee / account holder | $1,538 | $5,216-70.5% | $6,730-77.1% | $5,651-72.8% |