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 | $22,193 | $57,016-61.1% | $84,966-73.9% | $80,856-72.6% |
| Participation rate | 68.8% | 56.3%+12.4pp | 67.5%+1.2pp | 67.6%+1.1pp |
| Annual return | 12.94% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,368 | $1,798+87.3% | $2,727+23.5% | $2,755+22.3% |
| Participant deferral / active EE | $1,835 | $3,110-41.0% | $4,519-59.4% | $4,296-57.3% |
| Admin fee / account holder | $5,671 | $4,980+13.9% | $6,149-7.8% | $6,918-18.0% |