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 | $33,143 | $58,523-43.4% | $99,443-66.7% | $72,985-54.6% |
| Participation rate | 68.9% | 64.6%+4.2pp | 73.8%-5.0pp | 69.5%-0.6pp |
| Annual return | 23.67% | 28.51%-4.8pp | 30.72%-7.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,048 | $1,512+35.5% | $2,540-19.4% | $2,440-16.1% |
| Participant deferral / active EE | $3,647 | $2,606+39.9% | $3,619+0.8% | $3,607+1.1% |
| Admin fee / account holder | $1,792 | $4,102-56.3% | $6,250-71.3% | $5,124-65.0% |