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 | $26,557 | $76,552-65.3% | $123,892-78.6% | $62,891-57.8% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.2pp | 69.3%-10.0pp |
| Annual return | 11.31% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.8pp |
| Employer contribution / active EE | $2,448 | $2,883-15.1% | $4,617-47.0% | $2,281+7.3% |
| Participant deferral / active EE | $6,075 | $4,840+25.5% | $5,984+1.5% | $3,203+89.7% |
| Admin fee / account holder | $1,288 | $4,826-73.3% | $8,357-84.6% | $4,296-70.0% |