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 | $28,009 | $135,952-79.4% | $123,892-77.4% | $273,961-89.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 15.01% | 56.63%-41.6pp | 47.52%-32.5pp | 41.45%-26.4pp |
| Employer contribution / active EE | $1,116 | $5,170-78.4% | $4,617-75.8% | $4,869-77.1% |
| Participant deferral / active EE | $4,350 | $6,343-31.4% | $5,984-27.3% | $5,287-17.7% |
| Admin fee / account holder | $828 | $9,817-91.6% | $8,357-90.1% | $10,132-91.8% |