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 | $40,553 | $57,541-29.5% | $95,745-57.6% | $75,163-46.0% |
| Participation rate | 55.0% | 62.5%-7.5pp | 72.3%-17.3pp | 67.2%-12.2pp |
| Annual return | 13.87% | 34.93%-21.1pp | 28.35%-14.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,231 | $1,808+134.0% | $2,835+49.3% | $2,670+58.5% |
| Participant deferral / active EE | $1,594 | $3,074-48.1% | $4,245-62.4% | $4,125-61.4% |
| Admin fee / account holder | $1,162 | $4,099-71.7% | $5,678-79.5% | $5,651-79.4% |