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 | $29,016 | $77,813-62.7% | $123,544-76.5% | $64,186-54.8% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-4.0pp |
| Annual return | 14.51% | 12.48%+2.0pp | 119.20%-104.7pp | 7.63%+6.9pp |
| Employer contribution / active EE | $2,093 | $3,014-30.5% | $4,628-54.8% | $2,381-12.1% |
| Participant deferral / active EE | $5,024 | $5,240-4.1% | $6,426-21.8% | $3,470+44.8% |
| Admin fee / account holder | $1,045 | $5,519-81.1% | $9,284-88.7% | $4,888-78.6% |