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 | $11,355 | $108,172-89.5% | $77,482-85.3% | $158,922-92.9% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 4.10% | 31.67%-27.6pp | 54.79%-50.7pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,939 | $1,325+46.3% | $986+96.5% | $4,761-59.3% |
| Participant deferral / active EE | $2,764 | $2,456+12.5% | $1,861+48.5% | $5,982-53.8% |
| Admin fee / account holder | $1,254 | $3,708-66.2% | $2,858-56.1% | $11,246-88.8% |