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 | $52,911 | $73,933-28.4% | $96,683-45.3% | $75,163-29.6% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 18.16% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,016 | $2,928-31.1% | $3,737-46.1% | $2,670-24.5% |
| Participant deferral / active EE | $3,312 | $3,659-9.5% | $4,878-32.1% | $4,125-19.7% |
| Admin fee / account holder | $1,202 | $5,216-76.9% | $6,730-82.1% | $5,651-78.7% |