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 | $60,071 | $86,929-30.9% | $102,423-41.4% | $80,856-25.7% |
| Participation rate | 61.5% | 72.4%-10.9pp | 76.5%-15.0pp | 67.6%-6.2pp |
| Annual return | 13.20% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,796 | $2,369-24.2% | $3,023-40.6% | $2,755-34.8% |
| Participant deferral / active EE | $4,245 | $4,118+3.1% | $5,053-16.0% | $4,296-1.2% |
| Admin fee / account holder | $2,669 | $8,049-66.8% | $9,451-71.8% | $6,918-61.4% |