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 | $27,422 | $65,365-58.0% | $92,893-70.5% | $72,985-62.4% |
| Participation rate | 63.0% | 68.3%-5.4pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 24.54% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,035 | $2,594-60.1% | $3,653-71.7% | $2,440-57.6% |
| Participant deferral / active EE | $2,595 | $3,128-17.0% | $4,236-38.7% | $3,607-28.1% |
| Admin fee / account holder | $4,204 | $4,251-1.1% | $5,794-27.4% | $5,124-18.0% |