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 | $49,007 | $64,517-24.0% | $81,438-39.8% | $80,874-39.4% |
| Participation rate | 67.0% | 63.9%+3.1pp | 69.5%-2.5pp | 67.6%-0.6pp |
| Annual return | 12.82% | 16.35%-3.5pp | 24.74%-11.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,614 | $1,982-18.6% | $2,460-34.4% | $2,756-41.4% |
| Participant deferral / active EE | $2,960 | $3,096-4.4% | $3,883-23.8% | $4,297-31.1% |
| Admin fee / account holder | $7,050 | $5,677+24.2% | $5,764+22.3% | $6,935+1.7% |