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 | $18,616 | $47,848-61.1% | $81,478-77.2% | $70,131-73.5% |
| Participation rate | 65.1% | 58.3%+6.8pp | 68.0%-2.8pp | 69.5%-4.4pp |
| Annual return | 18.19% | 27.25%-9.1pp | 38.78%-20.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,024 | $1,527-33.0% | $2,568-60.1% | $2,342-56.3% |
| Participant deferral / active EE | $2,077 | $2,453-15.3% | $3,537-41.3% | $3,332-37.7% |
| Admin fee / account holder | $1,294 | $3,145-58.9% | $4,561-71.6% | $4,645-72.1% |