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 | $42,982 | $72,277-40.5% | $101,248-57.5% | $79,858-46.2% |
| Participation rate | 53.4% | 68.5%-15.0pp | 75.8%-22.4pp | 69.6%-16.2pp |
| Annual return | 18.07% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,906 | $2,692-29.2% | $3,660-47.9% | $2,471-22.9% |
| Participant deferral / active EE | $3,580 | $3,282+9.1% | $4,370-18.1% | $3,740-4.3% |
| Admin fee / account holder | $6,425 | $4,400+46.0% | $5,945+8.1% | $5,306+21.1% |