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 | $25,774 | $79,944-67.8% | $98,439-73.8% | $75,163-65.7% |
| Participation rate | 67.8% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.6pp |
| Annual return | 13.30% | 19.75%-6.4pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,449 | $2,264-36.0% | $3,048-52.4% | $2,670-45.7% |
| Participant deferral / active EE | $2,147 | $3,752-42.8% | $4,738-54.7% | $4,125-48.0% |
| Admin fee / account holder | $1,706 | $6,840-75.1% | $8,948-80.9% | $5,651-69.8% |