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 | $42,129 | $73,787-42.9% | $98,716-57.3% | $82,448-48.9% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.3%-17.1pp | 68.1%-15.9pp |
| Annual return | 13.52% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,853 | $1,511+22.6% | $2,279-18.7% | $2,551-27.3% |
| Participant deferral / active EE | $3,303 | $3,081+7.2% | $4,048-18.4% | $4,139-20.2% |
| Admin fee / account holder | $10,047 | $6,500+54.6% | $8,703+15.4% | $7,234+38.9% |