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 | $19,469 | $56,060-65.3% | $76,002-74.4% | $80,874-75.9% |
| Participation rate | 61.5% | 62.0%-0.5pp | 69.1%-7.5pp | 67.6%-6.1pp |
| Annual return | 11.24% | 20.54%-9.3pp | 360.07%-348.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,152 | $1,873-38.5% | $2,688-57.1% | $2,756-58.2% |
| Participant deferral / active EE | $1,926 | $3,051-36.9% | $4,257-54.8% | $4,297-55.2% |
| Admin fee / account holder | $1,716 | $5,237-67.2% | $6,414-73.2% | $6,935-75.3% |