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 | $36,252 | $58,512-38.0% | $84,015-56.9% | $72,985-50.3% |
| Participation rate | 63.9% | 61.2%+2.7pp | 69.0%-5.1pp | 69.5%-5.6pp |
| Annual return | 22.24% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,362 | $1,163+17.1% | $1,983-31.3% | $2,440-44.2% |
| Participant deferral / active EE | $2,700 | $2,394+12.8% | $3,239-16.6% | $3,607-25.2% |
| Admin fee / account holder | $3,706 | $4,569-18.9% | $6,101-39.2% | $5,124-27.7% |