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 | $57,462 | $76,407-24.8% | $150,298-61.8% | $82,448-30.3% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 13.68% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,254 | $2,614-52.0% | $4,154-69.8% | $2,551-50.9% |
| Participant deferral / active EE | $2,362 | $3,214-26.5% | $5,453-56.7% | $4,139-42.9% |
| Admin fee / account holder | $1,774 | $6,352-72.1% | $14,116-87.4% | $7,234-75.5% |