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 | $26,704 | $43,075-38.0% | $74,583-64.2% | $62,891-57.5% |
| Participation rate | 64.1% | 58.1%+6.1pp | 68.1%-4.0pp | 69.3%-5.2pp |
| Annual return | 19.88% | 17.50%+2.4pp | 20.47%-0.6pp | 20.14%-0.3pp |
| Employer contribution / active EE | $1,470 | $1,498-1.8% | $2,525-41.8% | $2,281-35.6% |
| Participant deferral / active EE | $6,516 | $2,389+172.7% | $3,458+88.4% | $3,203+103.5% |
| Admin fee / account holder | $9,989 | $2,840+251.7% | $4,138+141.4% | $4,296+132.5% |