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 | $55,284 | $65,365-15.4% | $92,893-40.5% | $72,985-24.3% |
| Participation rate | 54.2% | 68.3%-14.1pp | 76.0%-21.8pp | 69.5%-15.3pp |
| Annual return | 21.47% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,856 | $2,594-28.4% | $3,653-49.2% | $2,440-23.9% |
| Participant deferral / active EE | $2,552 | $3,128-18.4% | $4,236-39.8% | $3,607-29.3% |
| Admin fee / account holder | $2,110 | $4,251-50.4% | $5,794-63.6% | $5,124-58.8% |