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 | $55,829 | $76,407-26.9% | $150,298-62.9% | $82,448-32.3% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 14.99% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,602 | $2,614-38.7% | $4,154-61.4% | $2,551-37.2% |
| Participant deferral / active EE | $5,316 | $3,214+65.4% | $5,453-2.5% | $4,139+28.4% |
| Admin fee / account holder | $514 | $6,352-91.9% | $14,116-96.4% | $7,234-92.9% |