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 | $75,079 | $94,315-20.4% | $239,403-68.6% | $116,462-35.5% |
| Participation rate | 51.7% | 71.7%-20.0pp | 82.2%-30.5pp | 74.7%-23.0pp |
| Annual return | 11.93% | 19.05%-7.1pp | 3.34%+8.6pp | 15.65%-3.7pp |
| Employer contribution / active EE | $1,342 | $1,745-23.1% | $4,656-71.2% | $3,231-58.5% |
| Participant deferral / active EE | $2,850 | $2,870-0.7% | $4,239-32.8% | $3,836-25.7% |
| Admin fee / account holder | $2,451 | $9,071-73.0% | $21,121-88.4% | $12,754-80.8% |