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 | $18,841 | $47,848-60.6% | $81,478-76.9% | $70,131-73.1% |
| Participation rate | 56.3% | 58.3%-2.0pp | 68.0%-11.7pp | 69.5%-13.3pp |
| Annual return | 14.49% | 27.25%-12.8pp | 38.78%-24.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,894 | $1,527+89.5% | $2,568+12.7% | $2,342+23.5% |
| Participant deferral / active EE | $1,156 | $2,453-52.9% | $3,537-67.3% | $3,332-65.3% |
| Admin fee / account holder | $2,298 | $3,145-26.9% | $4,561-49.6% | $4,645-50.5% |