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 | $59,870 | $86,929-31.1% | $102,423-41.5% | $80,856-26.0% |
| Participation rate | 66.3% | 72.4%-6.1pp | 76.5%-10.2pp | 67.6%-1.3pp |
| Annual return | 14.40% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $995 | $2,369-58.0% | $3,023-67.1% | $2,755-63.9% |
| Participant deferral / active EE | $2,991 | $4,118-27.4% | $5,053-40.8% | $4,296-30.4% |
| Admin fee / account holder | $2,481 | $8,049-69.2% | $9,451-73.8% | $6,918-64.1% |