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 | $42,721 | $58,627-27.1% | $76,735-44.3% | $82,448-48.2% |
| Participation rate | 61.4% | 63.2%-1.8pp | 69.5%-8.1pp | 68.1%-6.7pp |
| Annual return | 15.72% | 39.10%-23.4pp | 29.77%-14.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $959 | $1,729-44.5% | $2,454-60.9% | $2,551-62.4% |
| Participant deferral / active EE | $1,353 | $3,134-56.8% | $4,088-66.9% | $4,139-67.3% |
| Admin fee / account holder | $2,478 | $5,323-53.4% | $7,189-65.5% | $7,234-65.7% |