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 | $23,011 | $64,348-64.2% | $90,160-74.5% | $70,131-67.2% |
| Participation rate | 67.3% | 70.4%-3.1pp | 76.9%-9.5pp | 69.5%-2.2pp |
| Annual return | 14.90% | 28.13%-13.2pp | 34.88%-20.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,355 | $2,046-33.8% | $3,318-59.2% | $2,342-42.2% |
| Participant deferral / active EE | $2,014 | $4,389-54.1% | $5,288-61.9% | $3,332-39.6% |
| Admin fee / account holder | $5,587 | $3,944+41.7% | $5,943-6.0% | $4,645+20.3% |