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 | $36,069 | $60,349-40.2% | $74,183-51.4% | $62,891-42.6% |
| Participation rate | 64.5% | 72.7%-8.2pp | 76.6%-12.1pp | 69.3%-4.8pp |
| Annual return | 5.90% | 21.37%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,397 | $1,680-16.9% | $2,370-41.1% | $2,281-38.8% |
| Participant deferral / active EE | $4,282 | $2,856+49.9% | $3,550+20.6% | $3,203+33.7% |
| Admin fee / account holder | $1,696 | $4,261-60.2% | $5,586-69.6% | $4,296-60.5% |