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 | $34,788 | $80,968-57.0% | $96,544-64.0% | $75,163-53.7% |
| Participation rate | 69.4% | 71.8%-2.3pp | 76.0%-6.5pp | 67.2%+2.3pp |
| Annual return | 12.86% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,928 | $2,282-15.5% | $2,965-35.0% | $2,670-27.8% |
| Participant deferral / active EE | $3,119 | $3,928-20.6% | $4,851-35.7% | $4,125-24.4% |
| Admin fee / account holder | $724 | $6,724-89.2% | $8,252-91.2% | $5,651-87.2% |