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 | $19,985 | $110,257-81.9% | $96,544-79.3% | $139,434-85.7% |
| Participation rate | 63.2% | 78.1%-14.9pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 19.29% | 26.32%-7.0pp | 25.84%-6.6pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,022 | $3,620-44.1% | $2,965-31.8% | $4,751-57.4% |
| Participant deferral / active EE | $6,143 | $5,548+10.7% | $4,851+26.6% | $6,710-8.5% |
| Admin fee / account holder | $695 | $11,591-94.0% | $8,252-91.6% | $11,403-93.9% |