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 | $50,784 | $71,050-28.5% | $93,606-45.7% | $80,856-37.2% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.1pp |
| Annual return | 11.76% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,979 | $1,564+26.6% | $2,420-18.2% | $2,755-28.1% |
| Participant deferral / active EE | $3,408 | $4,034-15.5% | $4,411-22.7% | $4,296-20.7% |
| Admin fee / account holder | $2,572 | $6,945-63.0% | $8,285-69.0% | $6,918-62.8% |