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 | $58,328 | $83,477-30.1% | $125,175-53.4% | $72,985-20.1% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 20.23% | 25.78%-5.5pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,140 | $2,345-51.4% | $3,865-70.5% | $2,440-53.3% |
| Participant deferral / active EE | $2,746 | $3,585-23.4% | $4,937-44.4% | $3,607-23.9% |
| Admin fee / account holder | $372 | $5,517-93.3% | $9,702-96.2% | $5,124-92.7% |