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 | $23,125 | $90,503-74.4% | $78,689-70.6% | $273,961-91.6% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 8.82% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,961 | $3,176-38.2% | $2,851-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $4,272 | $3,901+9.5% | $3,517+21.5% | $5,287-19.2% |
| Admin fee / account holder | $345 | $5,263-93.4% | $4,510-92.3% | $10,132-96.6% |