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 | $45,989 | $65,041-29.3% | $90,951-49.4% | $79,858-42.4% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 15.24% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,676 | $1,247+34.4% | $2,122-21.0% | $2,471-32.1% |
| Participant deferral / active EE | $3,367 | $2,512+34.0% | $3,373-0.2% | $3,740-10.0% |
| Admin fee / account holder | $3,757 | $4,536-17.2% | $5,959-37.0% | $5,306-29.2% |