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 | $26,959 | $93,571-71.2% | $135,903-80.2% | $75,163-64.1% |
| Participation rate | 64.5% | 75.2%-10.7pp | 81.9%-17.4pp | 67.2%-2.7pp |
| Annual return | 18.98% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,549 | $3,537-56.2% | $4,856-68.1% | $2,670-42.0% |
| Participant deferral / active EE | $4,298 | $6,404-32.9% | $7,758-44.6% | $4,125+4.2% |
| Admin fee / account holder | $1,257 | $6,975-82.0% | $10,762-88.3% | $5,651-77.8% |