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 | $55,064 | $58,577-6.0% | $83,333-33.9% | $64,186-14.2% |
| Participation rate | 57.0% | 72.0%-15.1pp | 77.8%-20.8pp | 69.6%-12.6pp |
| Annual return | 11.28% | 9.65%+1.6pp | 10.63%+0.6pp | 7.63%+3.6pp |
| Employer contribution / active EE | $1,249 | $2,098-40.5% | $3,379-63.0% | $2,381-47.5% |
| Participant deferral / active EE | $2,352 | $4,654-49.5% | $5,565-57.7% | $3,470-32.2% |
| Admin fee / account holder | $1,783 | $9,275-80.8% | $7,510-76.3% | $4,888-63.5% |