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 | $20,417 | $71,050-71.3% | $93,606-78.2% | $80,856-74.7% |
| Participation rate | 63.5% | 60.4%+3.1pp | 68.7%-5.2pp | 67.6%-4.1pp |
| Annual return | 13.31% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,269 | $1,564-18.8% | $2,420-47.6% | $2,755-53.9% |
| Participant deferral / active EE | $2,233 | $4,034-44.6% | $4,411-49.4% | $4,296-48.0% |
| Admin fee / account holder | $558 | $6,945-92.0% | $8,285-93.3% | $6,918-91.9% |