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 | $50,647 | $57,828-12.4% | $117,039-56.7% | $70,131-27.8% |
| Participation rate | 53.1% | 67.1%-14.1pp | 77.2%-24.1pp | 69.5%-16.5pp |
| Annual return | 14.11% | 17.55%-3.4pp | 18.95%-4.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,306 | $1,816+27.0% | $3,785-39.1% | $2,342-1.6% |
| Participant deferral / active EE | $1,323 | $2,438-45.7% | $3,929-66.3% | $3,332-60.3% |
| Admin fee / account holder | $1,447 | $3,548-59.2% | $5,974-75.8% | $4,645-68.9% |