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 | $56,156 | $67,606-16.9% | $82,313-31.8% | $70,131-19.9% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 20.11% | 21.57%-1.5pp | 25.88%-5.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,341 | $1,755-23.6% | $2,428-44.8% | $2,342-42.8% |
| Participant deferral / active EE | $3,872 | $2,987+29.6% | $3,706+4.5% | $3,332+16.2% |
| Admin fee / account holder | $329 | $4,512-92.7% | $5,608-94.1% | $4,645-92.9% |