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 | $57,718 | $78,705-26.7% | $117,854-51.0% | $70,131-17.7% |
| Participation rate | 37.8% | 73.2%-35.4pp | 79.7%-41.8pp | 69.5%-31.7pp |
| Annual return | 19.63% | 23.30%-3.7pp | 335.08%-315.4pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,052 | $2,223-52.7% | $3,786-72.2% | $2,342-55.1% |
| Participant deferral / active EE | $2,268 | $3,297-31.2% | $4,482-49.4% | $3,332-31.9% |
| Admin fee / account holder | $3,279 | $5,065-35.3% | $8,020-59.1% | $4,645-29.4% |