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 | $24,738 | $54,762-54.8% | $90,281-72.6% | $72,985-66.1% |
| Participation rate | 65.6% | 65.1%+0.5pp | 73.3%-7.6pp | 69.5%-3.9pp |
| Annual return | 24.40% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,411 | $2,092-32.6% | $2,854-50.6% | $2,440-42.2% |
| Participant deferral / active EE | $5,280 | $2,887+82.9% | $3,885+35.9% | $3,607+46.4% |
| Admin fee / account holder | $498 | $3,972-87.5% | $5,351-90.7% | $5,124-90.3% |