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 | $17,601 | $53,127-66.9% | $86,590-79.7% | $70,131-74.9% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 13.27% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,973 | $2,068-4.6% | $2,839-30.5% | $2,342-15.8% |
| Participant deferral / active EE | $3,705 | $2,696+37.4% | $3,609+2.7% | $3,332+11.2% |
| Admin fee / account holder | $2,840 | $3,585-20.8% | $4,906-42.1% | $4,645-38.9% |