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 | $48,270 | $65,365-26.2% | $92,893-48.0% | $72,985-33.9% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 24.42% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,154 | $2,594-55.5% | $3,653-68.4% | $2,440-52.7% |
| Participant deferral / active EE | $1,878 | $3,128-40.0% | $4,236-55.7% | $3,607-47.9% |
| Admin fee / account holder | $4,182 | $4,251-1.6% | $5,794-27.8% | $5,124-18.4% |