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 | $17,523 | $39,122-55.2% | $57,179-69.4% | $62,891-72.1% |
| Participation rate | 64.2% | 70.5%-6.3pp | 75.3%-11.2pp | 69.3%-5.1pp |
| Annual return | 7.79% | 9.23%-1.4pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,350 | $1,874-28.0% | $2,682-49.7% | $2,281-40.8% |
| Participant deferral / active EE | $3,718 | $2,374+56.6% | $3,096+20.1% | $3,203+16.1% |
| Admin fee / account holder | $759 | $2,592-70.7% | $3,139-75.8% | $4,296-82.3% |