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 | $26,007 | $77,813-66.6% | $123,544-78.9% | $64,186-59.5% |
| Participation rate | 61.9% | 74.7%-12.8pp | 82.3%-20.4pp | 69.6%-7.7pp |
| Annual return | 21.72% | 12.48%+9.2pp | 119.20%-97.5pp | 7.63%+14.1pp |
| Employer contribution / active EE | $1,481 | $3,014-50.9% | $4,628-68.0% | $2,381-37.8% |
| Participant deferral / active EE | $3,461 | $5,240-33.9% | $6,426-46.1% | $3,470-0.2% |
| Admin fee / account holder | $990 | $5,519-82.1% | $9,284-89.3% | $4,888-79.8% |