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 | $51,536 | $58,851-12.4% | $115,157-55.2% | $72,985-29.4% |
| Participation rate | 53.7% | 65.5%-11.9pp | 75.9%-22.2pp | 69.5%-15.8pp |
| Annual return | 25.46% | 23.16%+2.3pp | 35.60%-10.1pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,133 | $1,798-37.0% | $3,179-64.4% | $2,440-53.6% |
| Participant deferral / active EE | $2,575 | $2,643-2.6% | $4,168-38.2% | $3,607-28.6% |
| Admin fee / account holder | $546 | $6,370-91.4% | $7,088-92.3% | $5,124-89.4% |