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 | $53,571 | $76,367-29.9% | $93,606-42.8% | $72,985-26.6% |
| Participation rate | 63.9% | 71.7%-7.9pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 25.08% | 25.82%-0.7pp | 32.76%-7.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,058 | $2,275-53.5% | $2,718-61.1% | $2,440-56.6% |
| Participant deferral / active EE | $2,021 | $3,538-42.9% | $4,069-50.3% | $3,607-44.0% |
| Admin fee / account holder | $2,232 | $6,838-67.4% | $7,888-71.7% | $5,124-56.4% |