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 | $49,553 | $67,606-26.7% | $82,313-39.8% | $70,131-29.3% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 18.43% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $957 | $1,755-45.5% | $2,428-60.6% | $2,342-59.2% |
| Participant deferral / active EE | $2,829 | $2,987-5.3% | $3,706-23.7% | $3,332-15.1% |
| Admin fee / account holder | $4,697 | $4,512+4.1% | $5,608-16.2% | $4,645+1.1% |