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 5-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 | $34,096 | $58,627-41.8% | $76,735-55.6% | $82,448-58.6% |
| Participation rate | 68.4% | 63.2%+5.2pp | 69.5%-1.1pp | 68.1%+0.4pp |
| Annual return | 18.93% | 39.10%-20.2pp | 29.77%-10.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,642 | $1,729-5.0% | $2,454-33.1% | $2,551-35.6% |
| Participant deferral / active EE | $3,398 | $3,134+8.5% | $4,088-16.9% | $4,139-17.9% |
| Admin fee / account holder | $1,437 | $5,323-73.0% | $7,189-80.0% | $7,234-80.1% |