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 | $44,047 | $85,515-48.5% | $112,040-60.7% | $67,986-35.2% |
| Participation rate | 60.0% | 68.2%-8.2pp | 76.5%-16.5pp | 57.2%+2.8pp |
| Annual return | 15.63% | 29.68%-14.1pp | 24.52%-8.9pp | 31.67%-16.0pp |
| Employer contribution / active EE | $1,107 | $2,191-49.5% | $2,954-62.5% | $2,019-45.2% |
| Participant deferral / active EE | $2,762 | $4,014-31.2% | $5,098-45.8% | $3,358-17.7% |
| Admin fee / account holder | $1,566 | $3,774-58.5% | $12,098-87.1% | $3,203-51.1% |