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 | $58,345 | $46,869+24.5% | $122,332-52.3% | $70,131-16.8% |
| Participation rate | 48.6% | 58.2%-9.6pp | 71.6%-23.1pp | 69.5%-21.0pp |
| Annual return | 16.43% | 24.22%-7.8pp | 30.27%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,853 | $1,288+43.9% | $4,050-54.3% | $2,342-20.9% |
| Participant deferral / active EE | $2,209 | $2,166+2.0% | $3,287-32.8% | $3,332-33.7% |
| Admin fee / account holder | $701 | $3,322-78.9% | $5,478-87.2% | $4,645-84.9% |