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 | $43,917 | $73,787-40.5% | $98,716-55.5% | $82,448-46.7% |
| Participation rate | 62.0% | 61.4%+0.6pp | 69.3%-7.3pp | 68.1%-6.1pp |
| Annual return | 17.25% | 18.57%-1.3pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $484 | $1,511-68.0% | $2,279-78.8% | $2,551-81.0% |
| Participant deferral / active EE | $2,498 | $3,081-18.9% | $4,048-38.3% | $4,139-39.6% |
| Admin fee / account holder | $1,921 | $6,500-70.4% | $8,703-77.9% | $7,234-73.4% |