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 | $26,881 | $39,122-31.3% | $57,179-53.0% | $62,891-57.3% |
| Participation rate | 31.3% | 70.5%-39.3pp | 75.3%-44.1pp | 69.3%-38.1pp |
| Annual return | 10.63% | 9.23%+1.4pp | 14.59%-4.0pp | 20.14%-9.5pp |
| Employer contribution / active EE | $799 | $1,874-57.4% | $2,682-70.2% | $2,281-65.0% |
| Participant deferral / active EE | $2,032 | $2,374-14.4% | $3,096-34.4% | $3,203-36.6% |
| Admin fee / account holder | $2,496 | $2,592-3.7% | $3,139-20.5% | $4,296-41.9% |