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 | $48,676 | $72,012-32.4% | $185,823-73.8% | $79,858-39.0% |
| Participation rate | 63.3% | 65.8%-2.4pp | 78.0%-14.7pp | 69.6%-6.3pp |
| Annual return | 12.67% | 23.12%-10.4pp | 35.95%-23.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,268 | $1,965-35.5% | $4,087-69.0% | $2,471-48.7% |
| Participant deferral / active EE | $2,111 | $3,779-44.1% | $5,632-62.5% | $3,740-43.5% |
| Admin fee / account holder | $1,336 | $4,513-70.4% | $9,500-85.9% | $5,306-74.8% |