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 | $31,814 | $124,425-74.4% | $112,040-71.6% | $137,256-76.8% |
| Participation rate | 22.2% | 79.3%-57.1pp | 76.5%-54.3pp | 80.0%-57.7pp |
| Annual return | 20.32% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,458 | $3,411-27.9% | $2,954-16.8% | $4,156-40.9% |
| Participant deferral / active EE | $5,670 | $5,718-0.9% | $5,098+11.2% | $6,407-11.5% |
| Admin fee / account holder | $674 | $15,207-95.6% | $12,098-94.4% | $12,270-94.5% |