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 | $39,314 | $86,922-54.8% | $102,438-61.6% | $80,874-51.4% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.6%-2.6pp |
| Annual return | 13.13% | 18.90%-5.8pp | 29.37%-16.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,042 | $2,369-56.0% | $3,024-65.6% | $2,756-62.2% |
| Participant deferral / active EE | $2,308 | $4,119-44.0% | $5,054-54.3% | $4,297-46.3% |
| Admin fee / account holder | $1,215 | $8,050-84.9% | $9,448-87.1% | $6,935-82.5% |