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 | $44,974 | $99,985-55.0% | $146,665-69.3% | $85,850-47.6% |
| Participation rate | 59.6% | 73.1%-13.5pp | 80.1%-20.5pp | 69.3%-9.7pp |
| Annual return | 12.40% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,959 | $2,559-23.4% | $4,136-52.6% | $2,565-23.6% |
| Participant deferral / active EE | $2,395 | $4,006-40.2% | $5,506-56.5% | $3,952-39.4% |
| Admin fee / account holder | $2,375 | $7,702-69.2% | $10,280-76.9% | $6,260-62.1% |