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 | $46,356 | $70,428-34.2% | $96,562-52.0% | $85,850-46.0% |
| Participation rate | 65.2% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 12.55% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,038 | $1,413-26.5% | $2,356-55.9% | $2,565-59.5% |
| Participant deferral / active EE | $1,983 | $2,894-31.5% | $3,849-48.5% | $3,952-49.8% |
| Admin fee / account holder | $1,532 | $4,997-69.3% | $6,181-75.2% | $6,260-75.5% |