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 | $41,587 | $69,362-40.0% | $101,248-58.9% | $73,488-43.4% |
| Participation rate | 66.4% | 68.4%-2.0pp | 75.8%-9.5pp | 70.7%-4.3pp |
| Annual return | 15.41% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,370 | $2,628-47.9% | $3,660-62.6% | $2,270-39.6% |
| Participant deferral / active EE | $3,781 | $3,300+14.6% | $4,370-13.5% | $3,740+1.1% |
| Admin fee / account holder | $1,393 | $704+97.9% | $5,945-76.6% | $513+171.4% |