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 | $18,270 | $124,281-85.3% | $109,143-83.3% | $167,490-89.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.45% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,187 | $4,207-71.8% | $3,722-68.1% | $4,837-75.5% |
| Participant deferral / active EE | $4,240 | $5,255-19.3% | $4,653-8.9% | $6,341-33.1% |
| Admin fee / account holder | $4,552 | $7,970-42.9% | $6,752-32.6% | $12,309-63.0% |