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 | $23,496 | $76,552-69.3% | $123,892-81.0% | $62,891-62.6% |
| Participation rate | 62.9% | 73.0%-10.1pp | 81.4%-18.5pp | 69.3%-6.4pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,423 | $2,883-50.6% | $4,617-69.2% | $2,281-37.6% |
| Participant deferral / active EE | $2,887 | $4,840-40.3% | $5,984-51.8% | $3,203-9.9% |
| Admin fee / account holder | $2,245 | $4,826-53.5% | $8,357-73.1% | $4,296-47.7% |