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 | $43,893 | $72,277-39.3% | $101,248-56.6% | $79,858-45.0% |
| Participation rate | 36.8% | 68.5%-31.6pp | 75.8%-39.0pp | 69.6%-32.8pp |
| Annual return | 15.96% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,732 | $2,692-35.7% | $3,660-52.7% | $2,471-29.9% |
| Participant deferral / active EE | $3,534 | $3,282+7.7% | $4,370-19.1% | $3,740-5.5% |
| Admin fee / account holder | $2,794 | $4,400-36.5% | $5,945-53.0% | $5,306-47.4% |