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 | $43,996 | $57,016-22.8% | $84,966-48.2% | $80,856-45.6% |
| Participation rate | 59.1% | 56.3%+2.7pp | 67.5%-8.4pp | 67.6%-8.5pp |
| Annual return | 15.68% | 21.66%-6.0pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,979 | $1,798+10.1% | $2,727-27.4% | $2,755-28.2% |
| Participant deferral / active EE | $3,252 | $3,110+4.6% | $4,519-28.0% | $4,296-24.3% |
| Admin fee / account holder | $1,350 | $4,980-72.9% | $6,149-78.1% | $6,918-80.5% |