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 | $50,663 | $72,277-29.9% | $101,248-50.0% | $79,858-36.6% |
| Participation rate | 69.7% | 68.5%+1.2pp | 75.8%-6.1pp | 69.6%+0.1pp |
| Annual return | 17.33% | 22.30%-5.0pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,254 | $2,692-53.4% | $3,660-65.7% | $2,471-49.2% |
| Participant deferral / active EE | $3,559 | $3,282+8.4% | $4,370-18.6% | $3,740-4.9% |
| Admin fee / account holder | $6,373 | $4,400+44.8% | $5,945+7.2% | $5,306+20.1% |