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 | $53,362 | $58,523-8.8% | $99,443-46.3% | $72,985-26.9% |
| Participation rate | 67.7% | 64.6%+3.1pp | 73.8%-6.1pp | 69.5%-1.8pp |
| Annual return | 17.21% | 28.51%-11.3pp | 30.72%-13.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $535 | $1,512-64.6% | $2,540-78.9% | $2,440-78.1% |
| Participant deferral / active EE | $1,445 | $2,606-44.5% | $3,619-60.1% | $3,607-59.9% |
| Admin fee / account holder | $1,146 | $4,102-72.1% | $6,250-81.7% | $5,124-77.6% |