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 | $50,852 | $53,777-5.4% | $134,143-62.1% | $79,858-36.3% |
| Participation rate | 53.2% | 58.8%-5.6pp | 72.2%-19.0pp | 69.6%-16.4pp |
| Annual return | 17.81% | 19.01%-1.2pp | 36.33%-18.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,306 | $1,321-1.2% | $3,704-64.7% | $2,471-47.2% |
| Participant deferral / active EE | $2,554 | $2,420+5.6% | $3,499-27.0% | $3,740-31.7% |
| Admin fee / account holder | $4,096 | $3,984+2.8% | $6,684-38.7% | $5,306-22.8% |