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 | $28,681 | $77,813-63.1% | $123,544-76.8% | $64,186-55.3% |
| Participation rate | 59.2% | 74.7%-15.5pp | 82.3%-23.1pp | 69.6%-10.4pp |
| Annual return | 9.18% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,406 | $3,014-53.3% | $4,628-69.6% | $2,381-40.9% |
| Participant deferral / active EE | $5,987 | $5,240+14.3% | $6,426-6.8% | $3,470+72.6% |
| Admin fee / account holder | $4,352 | $5,519-21.1% | $9,284-53.1% | $4,888-11.0% |