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 | $65,267 | $52,836+23.5% | $105,738-38.3% | $64,186+1.7% |
| Participation rate | 51.3% | 66.5%-15.3pp | 76.3%-25.1pp | 69.6%-18.3pp |
| Annual return | 4.05% | 14.30%-10.2pp | 6.27%-2.2pp | 7.63%-3.6pp |
| Employer contribution / active EE | $1,183 | $1,827-35.2% | $3,268-63.8% | $2,381-50.3% |
| Participant deferral / active EE | $1,316 | $2,545-48.3% | $4,080-67.7% | $3,470-62.1% |
| Admin fee / account holder | $805 | $3,959-79.7% | $6,913-88.4% | $4,888-83.5% |