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 | $46,998 | $65,365-28.1% | $92,893-49.4% | $72,985-35.6% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.5pp |
| Annual return | 18.19% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,499 | $2,594-42.2% | $3,653-59.0% | $2,440-38.6% |
| Participant deferral / active EE | $1,963 | $3,128-37.3% | $4,236-53.7% | $3,607-45.6% |
| Admin fee / account holder | $2,380 | $4,251-44.0% | $5,794-58.9% | $5,124-53.6% |