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 | $45,980 | $67,606-32.0% | $82,313-44.1% | $70,131-34.4% |
| Participation rate | 58.6% | 72.8%-14.2pp | 76.9%-18.3pp | 69.5%-10.9pp |
| Annual return | 18.64% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,467 | $1,755-16.4% | $2,428-39.6% | $2,342-37.4% |
| Participant deferral / active EE | $2,416 | $2,987-19.1% | $3,706-34.8% | $3,332-27.5% |
| Admin fee / account holder | $2,487 | $4,512-44.9% | $5,608-55.6% | $4,645-46.5% |