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 | $63,701 | $69,977-9.0% | $108,579-41.3% | $62,891+1.3% |
| Participation rate | 49.2% | 72.9%-23.7pp | 79.6%-30.3pp | 69.3%-20.1pp |
| Annual return | 8.95% | 10.73%-1.8pp | -51.70%+60.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,228 | $2,135-42.5% | $3,758-67.3% | $2,281-46.1% |
| Participant deferral / active EE | $2,536 | $3,165-19.9% | $4,311-41.2% | $3,203-20.8% |
| Admin fee / account holder | $1,423 | $5,076-72.0% | $7,645-81.4% | $4,296-66.9% |