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 | $25,578 | $76,407-66.5% | $150,298-83.0% | $82,448-69.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 15.21% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,195 | $2,614-54.3% | $4,154-71.2% | $2,551-53.2% |
| Participant deferral / active EE | $2,240 | $3,214-30.3% | $5,453-58.9% | $4,139-45.9% |
| Admin fee / account holder | $2,821 | $6,352-55.6% | $14,116-80.0% | $7,234-61.0% |