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 | $45,903 | $65,365-29.8% | $92,893-50.6% | $72,985-37.1% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 20.18% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,639 | $2,594-36.8% | $3,653-55.1% | $2,440-32.8% |
| Participant deferral / active EE | $1,966 | $3,128-37.2% | $4,236-53.6% | $3,607-45.5% |
| Admin fee / account holder | $892 | $4,251-79.0% | $5,794-84.6% | $5,124-82.6% |