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 | $59,386 | $67,894-12.5% | $89,340-33.5% | $82,448-28.0% |
| Participation rate | 54.2% | 64.0%-9.9pp | 69.6%-15.4pp | 68.1%-13.9pp |
| Annual return | 15.87% | 19.21%-3.3pp | 20.57%-4.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,175 | $1,828-35.7% | $2,231-47.3% | $2,551-53.9% |
| Participant deferral / active EE | $3,415 | $3,072+11.1% | $3,823-10.7% | $4,139-17.5% |
| Admin fee / account holder | $4,166 | $5,723-27.2% | $6,704-37.9% | $7,234-42.4% |