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 | $51,170 | $65,041-21.3% | $90,951-43.7% | $79,858-35.9% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 13.67% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $751 | $1,247-39.8% | $2,122-64.6% | $2,471-69.6% |
| Participant deferral / active EE | $2,921 | $2,512+16.3% | $3,373-13.4% | $3,740-21.9% |
| Admin fee / account holder | $6,457 | $4,536+42.3% | $5,959+8.4% | $5,306+21.7% |