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 | $51,758 | $65,365-20.8% | $92,893-44.3% | $72,985-29.1% |
| Participation rate | 60.5% | 68.3%-7.8pp | 76.0%-15.5pp | 69.5%-9.0pp |
| Annual return | 20.12% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,440 | $2,594-44.5% | $3,653-60.6% | $2,440-41.0% |
| Participant deferral / active EE | $3,267 | $3,128+4.4% | $4,236-22.9% | $3,607-9.4% |
| Admin fee / account holder | $803 | $4,251-81.1% | $5,794-86.1% | $5,124-84.3% |