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 | $25,263 | $69,518-63.7% | $59,878-57.8% | $135,375-81.3% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.7%-15.9pp | 82.6%-23.8pp |
| Annual return | 9.53% | 7.94%+1.6pp | 3.46%+6.1pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,290 | $3,235-60.1% | $2,722-52.6% | $4,779-73.0% |
| Participant deferral / active EE | $1,791 | $4,206-57.4% | $3,402-47.4% | $5,609-68.1% |
| Admin fee / account holder | $452 | $5,734-92.1% | $3,590-87.4% | $10,827-95.8% |