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 | $24,680 | $85,766-71.2% | $136,294-81.9% | $70,131-64.8% |
| Participation rate | 68.1% | 74.2%-6.1pp | 81.9%-13.8pp | 69.5%-1.5pp |
| Annual return | 25.01% | 31.45%-6.4pp | 5155.94%-5130.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $1,716 | $2,966-42.1% | $4,695-63.5% | $2,342-26.7% |
| Participant deferral / active EE | $5,261 | $5,051+4.2% | $6,247-15.8% | $3,332+57.9% |
| Admin fee / account holder | $2,346 | $5,420-56.7% | $9,243-74.6% | $4,645-49.5% |