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 | $65,475 | $86,922-24.7% | $102,438-36.1% | $80,874-19.0% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.6%-20.3pp |
| Annual return | 12.39% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,076 | $2,369-54.6% | $3,024-64.4% | $2,756-60.9% |
| Participant deferral / active EE | $3,045 | $4,119-26.1% | $5,054-39.7% | $4,297-29.1% |
| Admin fee / account holder | $3,338 | $8,050-58.5% | $9,448-64.7% | $6,935-51.9% |