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 | $27,215 | $80,968-66.4% | $96,544-71.8% | $75,163-63.8% |
| Participation rate | 61.4% | 71.8%-10.4pp | 76.0%-14.6pp | 67.2%-5.8pp |
| Annual return | 14.89% | 27.06%-12.2pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,058 | $2,282-53.6% | $2,965-64.3% | $2,670-60.4% |
| Participant deferral / active EE | $2,160 | $3,928-45.0% | $4,851-55.5% | $4,125-47.6% |
| Admin fee / account holder | $1,611 | $6,724-76.0% | $8,252-80.5% | $5,651-71.5% |