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 | $35,162 | $61,272-42.6% | $149,673-76.5% | $71,457-50.8% |
| Participation rate | 58.0% | 62.5%-4.5pp | 78.8%-20.8pp | 67.9%-9.9pp |
| Annual return | 18.27% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,597 | $2,378-32.9% | $4,818-66.9% | $2,588-38.3% |
| Participant deferral / active EE | $3,412 | $2,917+17.0% | $5,680-39.9% | $4,289-20.5% |
| Admin fee / account holder | $1,368 | $1,261+8.5% | $13,210-89.6% | $1,587-13.8% |