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 | $42,368 | $59,839-29.2% | $81,983-48.3% | $79,858-46.9% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.2%-17.6pp | 69.6%-18.0pp |
| Annual return | 37.89% | 17.56%+20.3pp | 41.31%-3.4pp | 31.71%+6.2pp |
| Employer contribution / active EE | $1,950 | $1,713+13.8% | $2,498-21.9% | $2,471-21.1% |
| Participant deferral / active EE | $3,149 | $2,695+16.9% | $3,722-15.4% | $3,740-15.8% |
| Admin fee / account holder | $6,235 | $4,287+45.4% | $5,664+10.1% | $5,306+17.5% |