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 | $61,770 | $80,968-23.7% | $96,544-36.0% | $75,163-17.8% |
| Participation rate | 58.2% | 71.8%-13.6pp | 76.0%-17.8pp | 67.2%-9.0pp |
| Annual return | 16.28% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,285 | $2,282-43.7% | $2,965-56.7% | $2,670-51.9% |
| Participant deferral / active EE | $2,703 | $3,928-31.2% | $4,851-44.3% | $4,125-34.5% |
| Admin fee / account holder | $3,310 | $6,724-50.8% | $8,252-59.9% | $5,651-41.4% |