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 | $20,144 | $64,480-68.8% | $81,382-75.2% | $80,856-75.1% |
| Participation rate | 69.0% | 63.9%+5.2pp | 69.5%-0.4pp | 67.6%+1.4pp |
| Annual return | 31.30% | 16.34%+15.0pp | 24.73%+6.6pp | 35.59%-4.3pp |
| Employer contribution / active EE | $652 | $1,978-67.1% | $2,463-73.5% | $2,755-76.3% |
| Participant deferral / active EE | $1,567 | $3,094-49.3% | $3,883-59.6% | $4,296-63.5% |
| Admin fee / account holder | $3,981 | $5,671-29.8% | $5,768-31.0% | $6,918-42.5% |