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 | $24,460 | $77,899-68.6% | $149,673-83.7% | $75,163-67.5% |
| Participation rate | 69.0% | 65.6%+3.5pp | 78.8%-9.7pp | 67.2%+1.9pp |
| Annual return | 16.59% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,351 | $3,137-56.9% | $4,818-72.0% | $2,670-49.4% |
| Participant deferral / active EE | $2,966 | $3,411-13.0% | $5,680-47.8% | $4,125-28.1% |
| Admin fee / account holder | $5,867 | $5,956-1.5% | $13,210-55.6% | $5,651+3.8% |