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 | $42,341 | $72,277-41.4% | $101,248-58.2% | $79,858-47.0% |
| Participation rate | 68.5% | 68.5%+0.1pp | 75.8%-7.3pp | 69.6%-1.1pp |
| Annual return | 17.79% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,182 | $2,692-18.9% | $3,660-40.4% | $2,471-11.7% |
| Participant deferral / active EE | $4,022 | $3,282+22.6% | $4,370-8.0% | $3,740+7.5% |
| Admin fee / account holder | $807 | $4,400-81.7% | $5,945-86.4% | $5,306-84.8% |