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 | $45,219 | $55,706-18.8% | $75,886-40.4% | $72,985-38.0% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.3%-20.8pp | 69.5%-21.0pp |
| Annual return | 20.06% | 27.59%-7.5pp | 30.76%-10.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,136 | $1,687-32.6% | $2,500-54.6% | $2,440-53.4% |
| Participant deferral / active EE | $2,654 | $2,634+0.8% | $3,603-26.3% | $3,607-26.4% |
| Admin fee / account holder | $680 | $3,978-82.9% | $5,418-87.5% | $5,124-86.7% |