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 | $43,936 | $58,851-25.3% | $115,157-61.8% | $72,985-39.8% |
| Participation rate | 68.8% | 65.5%+3.2pp | 75.9%-7.2pp | 69.5%-0.7pp |
| Annual return | 25.63% | 23.16%+2.5pp | 35.60%-10.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,044 | $1,798-41.9% | $3,179-67.1% | $2,440-57.2% |
| Participant deferral / active EE | $2,734 | $2,643+3.5% | $4,168-34.4% | $3,607-24.2% |
| Admin fee / account holder | $822 | $6,370-87.1% | $7,088-88.4% | $5,124-84.0% |