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 | $34,679 | $80,717-57.0% | $154,803-77.6% | $84,808-59.1% |
| Participation rate | 67.3% | 66.8%+0.5pp | 78.1%-10.7pp | 68.3%-1.0pp |
| Annual return | 24.03% | 37.96%-13.9pp | 58.88%-34.9pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,637 | $2,761-40.7% | $4,305-62.0% | $2,631-37.8% |
| Participant deferral / active EE | $3,197 | $3,303-3.2% | $5,540-42.3% | $4,212-24.1% |
| Admin fee / account holder | $2,597 | $6,746-61.5% | $14,329-81.9% | $7,344-64.6% |