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 | $38,743 | $56,110-31.0% | $94,993-59.2% | $70,131-44.8% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.9%-14.4pp | 69.5%-10.0pp |
| Annual return | 18.78% | 51.02%-32.2pp | 27.12%-8.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,795 | $1,442+24.5% | $2,603-31.0% | $2,342-23.4% |
| Participant deferral / active EE | $4,298 | $2,391+79.7% | $3,317+29.6% | $3,332+29.0% |
| Admin fee / account holder | $4,591 | $3,456+32.8% | $4,960-7.5% | $4,645-1.2% |