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 | $47,225 | $78,705-40.0% | $117,854-59.9% | $70,131-32.7% |
| Participation rate | 60.3% | 73.2%-12.9pp | 79.7%-19.4pp | 69.5%-9.3pp |
| Annual return | 16.66% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,660 | $2,223-25.3% | $3,786-56.2% | $2,342-29.1% |
| Participant deferral / active EE | $3,576 | $3,297+8.4% | $4,482-20.2% | $3,332+7.3% |
| Admin fee / account holder | $1,556 | $5,065-69.3% | $8,020-80.6% | $4,645-66.5% |