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 | $56,525 | $71,050-20.4% | $93,606-39.6% | $80,856-30.1% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-14.9pp | 67.6%-13.8pp |
| Annual return | 18.51% | 11.26%+7.3pp | 133.20%-114.7pp | 35.59%-17.1pp |
| Employer contribution / active EE | $953 | $1,564-39.0% | $2,420-60.6% | $2,755-65.4% |
| Participant deferral / active EE | $2,538 | $4,034-37.1% | $4,411-42.5% | $4,296-40.9% |
| Admin fee / account holder | $4,271 | $6,945-38.5% | $8,285-48.4% | $6,918-38.3% |