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 | $20,322 | $56,897-64.3% | $84,750-76.0% | $62,891-67.7% |
| Participation rate | 65.3% | 68.5%-3.2pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 7.37% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,661 | $2,400-30.8% | $3,574-53.5% | $2,281-27.2% |
| Participant deferral / active EE | $2,312 | $2,709-14.6% | $3,712-37.7% | $3,203-27.8% |
| Admin fee / account holder | $951 | $3,581-73.4% | $5,332-82.2% | $4,296-77.9% |