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 | $18,318 | $39,122-53.2% | $57,179-68.0% | $62,891-70.9% |
| Participation rate | 64.9% | 70.5%-5.6pp | 75.3%-10.4pp | 69.3%-4.4pp |
| Annual return | 8.76% | 9.23%-0.5pp | 14.59%-5.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $524 | $1,874-72.1% | $2,682-80.5% | $2,281-77.0% |
| Participant deferral / active EE | $1,688 | $2,374-28.9% | $3,096-45.5% | $3,203-47.3% |
| Admin fee / account holder | $1,151 | $2,592-55.6% | $3,139-63.3% | $4,296-73.2% |