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 | $43,630 | $80,968-46.1% | $96,544-54.8% | $75,163-42.0% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 19.01% | 27.06%-8.1pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,145 | $2,282-6.0% | $2,965-27.7% | $2,670-19.7% |
| Participant deferral / active EE | $4,883 | $3,928+24.3% | $4,851+0.7% | $4,125+18.4% |
| Admin fee / account holder | $603 | $6,724-91.0% | $8,252-92.7% | $5,651-89.3% |