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 | $73,447 | $86,929-15.5% | $102,423-28.3% | $80,856-9.2% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.4pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,445 | $2,369-39.0% | $3,023-52.2% | $2,755-47.6% |
| Participant deferral / active EE | $2,647 | $4,118-35.7% | $5,053-47.6% | $4,296-38.4% |
| Admin fee / account holder | $2,398 | $8,049-70.2% | $9,451-74.6% | $6,918-65.3% |