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 | $27,251 | $81,248-66.5% | $155,509-82.5% | $80,856-66.3% |
| Participation rate | 57.6% | 66.2%-8.6pp | 78.2%-20.6pp | 67.6%-10.0pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,483 | $3,100-52.2% | $4,672-68.3% | $2,755-46.2% |
| Participant deferral / active EE | $2,593 | $3,452-24.9% | $5,626-53.9% | $4,296-39.6% |
| Admin fee / account holder | $5,219 | $7,997-34.7% | $15,912-67.2% | $6,918-24.6% |