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 | $49,021 | $101,724-51.8% | $164,813-70.3% | $80,856-39.4% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 13.88% | 16.72%-2.8pp | 69.93%-56.1pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,376 | $2,953-19.6% | $4,341-45.3% | $2,755-13.8% |
| Participant deferral / active EE | $4,014 | $4,477-10.3% | $6,031-33.4% | $4,296-6.6% |
| Admin fee / account holder | $4,655 | $8,227-43.4% | $12,690-63.3% | $6,918-32.7% |