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 | $74,444 | $57,828+28.7% | $117,039-36.4% | $70,131+6.1% |
| Participation rate | 48.0% | 67.1%-19.1pp | 77.2%-29.2pp | 69.5%-21.5pp |
| Annual return | 17.28% | 17.55%-0.3pp | 18.95%-1.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,071 | $1,816-41.0% | $3,785-71.7% | $2,342-54.3% |
| Participant deferral / active EE | $2,358 | $2,438-3.3% | $3,929-40.0% | $3,332-29.2% |
| Admin fee / account holder | $697 | $3,548-80.4% | $5,974-88.3% | $4,645-85.0% |