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 | $65,787 | $76,050-13.5% | $96,544-31.9% | $71,457-7.9% |
| Participation rate | 36.2% | 74.4%-38.3pp | 76.0%-39.8pp | 67.9%-31.8pp |
| Annual return | 42.57% | 22.81%+19.8pp | 25.84%+16.7pp | 28.85%+13.7pp |
| Employer contribution / active EE | $1,665 | $2,244-25.8% | $2,965-43.9% | $2,588-35.7% |
| Participant deferral / active EE | $3,425 | $4,215-18.7% | $4,851-29.4% | $4,289-20.1% |
| Admin fee / account holder | $1,924 | $2,707-28.9% | $8,252-76.7% | $1,587+21.2% |