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 | $68,619 | $86,929-21.1% | $102,423-33.0% | $80,856-15.1% |
| Participation rate | 48.9% | 72.4%-23.5pp | 76.5%-27.6pp | 67.6%-18.8pp |
| Annual return | 13.48% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,506 | $2,369-36.5% | $3,023-50.2% | $2,755-45.3% |
| Participant deferral / active EE | $3,943 | $4,118-4.2% | $5,053-22.0% | $4,296-8.2% |
| Admin fee / account holder | $4,649 | $8,049-42.2% | $9,451-50.8% | $6,918-32.8% |