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 | $25,903 | $69,362-62.7% | $101,248-74.4% | $73,488-64.8% |
| Participation rate | 68.3% | 68.4%-0.1pp | 75.8%-7.5pp | 70.7%-2.4pp |
| Annual return | 12.83% | 18.46%-5.6pp | 46.47%-33.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $708 | $2,628-73.1% | $3,660-80.7% | $2,270-68.8% |
| Participant deferral / active EE | $1,565 | $3,300-52.6% | $4,370-64.2% | $3,740-58.2% |
| Admin fee / account holder | $6,528 | $704+827.9% | $5,945+9.8% | $513+1172.4% |