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 | $40,614 | $49,915-18.6% | $154,803-73.8% | $74,304-45.3% |
| Participation rate | 62.8% | 54.0%+8.8pp | 78.1%-15.3pp | 60.3%+2.4pp |
| Annual return | 23.65% | 34.06%-10.4pp | 58.88%-35.2pp | 29.43%-5.8pp |
| Employer contribution / active EE | $1,159 | $1,611-28.1% | $4,305-73.1% | $2,241-48.3% |
| Participant deferral / active EE | $3,298 | $2,255+46.3% | $5,540-40.5% | $3,767-12.4% |
| Admin fee / account holder | $2,339 | $2,189+6.8% | $14,329-83.7% | $2,969-21.2% |