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 | $31,523 | $62,573-49.6% | $85,682-63.2% | $85,850-63.3% |
| Participation rate | 61.7% | 61.1%+0.5pp | 69.9%-8.2pp | 69.3%-7.6pp |
| Annual return | 11.48% | 23.77%-12.3pp | 21.49%-10.0pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,261 | $1,757-28.2% | $2,618-51.9% | $2,565-50.9% |
| Participant deferral / active EE | $3,110 | $2,802+11.0% | $3,923-20.7% | $3,952-21.3% |
| Admin fee / account holder | $835 | $4,640-82.0% | $6,873-87.8% | $6,260-86.7% |