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 | $46,999 | $72,277-35.0% | $101,248-53.6% | $79,858-41.1% |
| Participation rate | 65.6% | 68.5%-2.9pp | 75.8%-10.2pp | 69.6%-4.1pp |
| Annual return | 16.75% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,539 | $2,692-42.8% | $3,660-57.9% | $2,471-37.7% |
| Participant deferral / active EE | $2,871 | $3,282-12.5% | $4,370-34.3% | $3,740-23.2% |
| Admin fee / account holder | $1,267 | $4,400-71.2% | $5,945-78.7% | $5,306-76.1% |