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 | $27,714 | $76,367-63.7% | $93,606-70.4% | $72,985-62.0% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 22.71% | 25.82%-3.1pp | 32.76%-10.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,330 | $2,275-41.6% | $2,718-51.1% | $2,440-45.5% |
| Participant deferral / active EE | $2,096 | $3,538-40.8% | $4,069-48.5% | $3,607-41.9% |
| Admin fee / account holder | $2,715 | $6,838-60.3% | $7,888-65.6% | $5,124-47.0% |