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 | $25,710 | $57,016-54.9% | $84,966-69.7% | $80,856-68.2% |
| Participation rate | 62.2% | 56.3%+5.8pp | 67.5%-5.3pp | 67.6%-5.5pp |
| Annual return | 14.47% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $934 | $1,798-48.0% | $2,727-65.7% | $2,755-66.1% |
| Participant deferral / active EE | $1,297 | $3,110-58.3% | $4,519-71.3% | $4,296-69.8% |
| Admin fee / account holder | $2,863 | $4,980-42.5% | $6,149-53.4% | $6,918-58.6% |