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 | $58,630 | $50,958+15.1% | $74,550-21.4% | $64,186-8.7% |
| Participation rate | 32.1% | 61.1%-28.9pp | 69.1%-37.0pp | 69.6%-37.4pp |
| Annual return | 7.89% | -1.86%+9.7pp | 32.53%-24.6pp | 7.63%+0.3pp |
| Employer contribution / active EE | $825 | $1,115-26.0% | $1,961-57.9% | $2,381-65.3% |
| Participant deferral / active EE | $1,425 | $2,301-38.1% | $3,108-54.1% | $3,470-58.9% |
| Admin fee / account holder | $3,483 | $4,223-17.5% | $5,060-31.2% | $4,888-28.7% |