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 | $34,319 | $57,016-39.8% | $84,966-59.6% | $80,856-57.6% |
| Participation rate | 64.7% | 56.3%+8.4pp | 67.5%-2.8pp | 67.6%-2.9pp |
| Annual return | 16.44% | 21.66%-5.2pp | 66.38%-49.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,441 | $1,798+35.8% | $2,727-10.5% | $2,755-11.4% |
| Participant deferral / active EE | $4,304 | $3,110+38.4% | $4,519-4.8% | $4,296+0.2% |
| Admin fee / account holder | $2,240 | $4,980-55.0% | $6,149-63.6% | $6,918-67.6% |