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 | $29,218 | $67,606-56.8% | $82,313-64.5% | $70,131-58.3% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.9%-16.2pp | 69.5%-8.8pp |
| Annual return | 19.06% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,142 | $1,755+79.0% | $2,428+29.4% | $2,342+34.1% |
| Participant deferral / active EE | $6,548 | $2,987+119.2% | $3,706+76.7% | $3,332+96.5% |
| Admin fee / account holder | $5,864 | $4,512+30.0% | $5,608+4.6% | $4,645+26.2% |