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 | $24,073 | $47,848-49.7% | $81,478-70.5% | $70,131-65.7% |
| Participation rate | 68.0% | 58.3%+9.7pp | 68.0%0pp | 69.5%-1.5pp |
| Annual return | 20.37% | 27.25%-6.9pp | 38.78%-18.4pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,363 | $1,527-10.8% | $2,568-46.9% | $2,342-41.8% |
| Participant deferral / active EE | $2,902 | $2,453+18.3% | $3,537-17.9% | $3,332-12.9% |
| Admin fee / account holder | $4,673 | $3,145+48.6% | $4,561+2.4% | $4,645+0.6% |