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 | $46,586 | $78,672-40.8% | $109,143-57.3% | $85,850-45.7% |
| Participation rate | 64.4% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.9pp |
| Annual return | 14.20% | 25.09%-10.9pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,638 | $2,735-40.1% | $3,722-56.0% | $2,565-36.1% |
| Participant deferral / active EE | $3,902 | $3,467+12.5% | $4,653-16.1% | $3,952-1.3% |
| Admin fee / account holder | $517 | $5,469-90.5% | $6,752-92.3% | $6,260-91.7% |