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 | $55,259 | $57,065-3.2% | $75,670-27.0% | $70,131-21.2% |
| Participation rate | 53.3% | 68.1%-14.8pp | 72.3%-19.0pp | 69.5%-16.2pp |
| Annual return | 19.36% | 23.57%-4.2pp | 27.34%-8.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,238 | $1,817-31.9% | $2,352-47.4% | $2,342-47.2% |
| Participant deferral / active EE | $1,928 | $2,580-25.3% | $3,142-38.7% | $3,332-42.1% |
| Admin fee / account holder | $1,120 | $3,825-70.7% | $5,800-80.7% | $4,645-75.9% |