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 | $46,904 | $62,672-25.2% | $185,117-74.7% | $70,131-33.1% |
| Participation rate | 66.3% | 63.8%+2.5pp | 77.3%-11.0pp | 69.5%-3.3pp |
| Annual return | 17.81% | 40.79%-23.0pp | 40.50%-22.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $847 | $1,753-51.7% | $4,182-79.7% | $2,342-63.8% |
| Participant deferral / active EE | $3,550 | $3,272+8.5% | $5,045-29.6% | $3,332+6.6% |
| Admin fee / account holder | $3,790 | $3,932-3.6% | $8,159-53.5% | $4,645-18.4% |