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 | $34,158 | $48,046-28.9% | $84,611-59.6% | $72,985-53.2% |
| Participation rate | 61.5% | 57.6%+4.0pp | 68.2%-6.7pp | 69.5%-7.9pp |
| Annual return | 26.82% | 37.38%-10.6pp | 258.74%-231.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,488 | $1,602-7.1% | $2,652-43.9% | $2,440-39.0% |
| Participant deferral / active EE | $2,495 | $2,680-6.9% | $3,899-36.0% | $3,607-30.8% |
| Admin fee / account holder | $385 | $3,395-88.7% | $4,912-92.2% | $5,124-92.5% |