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 | $45,166 | $46,869-3.6% | $122,332-63.1% | $70,131-35.6% |
| Participation rate | 48.8% | 58.2%-9.4pp | 71.6%-22.9pp | 69.5%-20.8pp |
| Annual return | 17.28% | 24.22%-6.9pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,851 | $1,288+43.7% | $4,050-54.3% | $2,342-21.0% |
| Participant deferral / active EE | $2,437 | $2,166+12.5% | $3,287-25.8% | $3,332-26.8% |
| Admin fee / account holder | $3,871 | $3,322+16.5% | $5,478-29.3% | $4,645-16.7% |