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 | $23,694 | $72,177-67.2% | $115,037-79.4% | $59,632-60.3% |
| Participation rate | 65.9% | 72.6%-6.6pp | 81.4%-15.5pp | 68.7%-2.8pp |
| Annual return | 8.88% | 12.02%-3.1pp | 26.14%-17.3pp | 2041.28%-2032.4pp |
| Employer contribution / active EE | $1,493 | $2,841-47.4% | $4,608-67.6% | $2,203-32.2% |
| Participant deferral / active EE | $3,025 | $4,783-36.7% | $6,026-49.8% | $3,192-5.2% |
| Admin fee / account holder | $1,504 | $4,927-69.5% | $8,175-81.6% | $4,297-65.0% |