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 | $41,185 | $86,891-52.6% | $142,449-71.1% | $75,163-45.2% |
| Participation rate | 64.7% | 68.5%-3.8pp | 76.8%-12.1pp | 67.2%-2.5pp |
| Annual return | 13.85% | 23.31%-9.5pp | 19.99%-6.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,030 | $3,355-39.5% | $4,847-58.1% | $2,670-24.0% |
| Participant deferral / active EE | $3,323 | $4,938-32.7% | $6,283-47.1% | $4,125-19.5% |
| Admin fee / account holder | $426 | $7,299-94.2% | $10,011-95.7% | $5,651-92.5% |