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 | $57,144 | $65,365-12.6% | $92,893-38.5% | $72,985-21.7% |
| Participation rate | 64.7% | 68.3%-3.6pp | 76.0%-11.3pp | 69.5%-4.8pp |
| Annual return | 24.31% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,447 | $2,594-44.2% | $3,653-60.4% | $2,440-40.7% |
| Participant deferral / active EE | $2,064 | $3,128-34.0% | $4,236-51.3% | $3,607-42.8% |
| Admin fee / account holder | $1,546 | $4,251-63.6% | $5,794-73.3% | $5,124-69.8% |