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 | $59,396 | $74,927-20.7% | $101,794-41.7% | $84,808-30.0% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.5pp | 68.3%-0.6pp |
| Annual return | 19.54% | 18.70%+0.8pp | 30.53%-11.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $787 | $1,522-48.3% | $2,289-65.6% | $2,631-70.1% |
| Participant deferral / active EE | $3,744 | $3,099+20.8% | $4,084-8.3% | $4,212-11.1% |
| Admin fee / account holder | $1,115 | $6,514-82.9% | $8,777-87.3% | $7,344-84.8% |