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 | $42,907 | $81,248-47.2% | $155,509-72.4% | $80,856-46.9% |
| Participation rate | 63.0% | 66.2%-3.2pp | 78.2%-15.1pp | 67.6%-4.6pp |
| Annual return | 11.31% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,265 | $3,100-59.2% | $4,672-72.9% | $2,755-54.1% |
| Participant deferral / active EE | $2,668 | $3,452-22.7% | $5,626-52.6% | $4,296-37.9% |
| Admin fee / account holder | $1,139 | $7,997-85.8% | $15,912-92.8% | $6,918-83.5% |