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 | $49,545 | $57,016-13.1% | $84,966-41.7% | $80,856-38.7% |
| Participation rate | 46.4% | 56.3%-9.9pp | 67.5%-21.1pp | 67.6%-21.2pp |
| Annual return | 20.62% | 21.66%-1.0pp | 66.38%-45.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,755 | $1,798-2.4% | $2,727-35.6% | $2,755-36.3% |
| Participant deferral / active EE | $4,254 | $3,110+36.8% | $4,519-5.9% | $4,296-1.0% |
| Admin fee / account holder | $1,320 | $4,980-73.5% | $6,149-78.5% | $6,918-80.9% |