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 | $26,139 | $153,311-83.0% | $109,313-76.1% | $273,961-90.5% |
| Participation rate | 65.2% | 80.1%-14.9pp | 71.3%-6.0pp | 83.0%-17.8pp |
| Annual return | 7.97% | 29.86%-21.9pp | 22.07%-14.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,532 | $5,619-72.7% | $3,892-60.6% | $4,869-68.5% |
| Participant deferral / active EE | $2,139 | $3,932-45.6% | $3,166-32.5% | $5,287-59.6% |
| Admin fee / account holder | $1,988 | $8,076-75.4% | $5,666-64.9% | $10,132-80.4% |