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 | $20,995 | $88,707-76.3% | $74,183-71.7% | $273,961-92.3% |
| Participation rate | 69.6% | 79.4%-9.9pp | 76.6%-7.1pp | 83.0%-13.5pp |
| Annual return | 6.58% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,547 | $3,159-51.0% | $2,370-34.7% | $4,869-68.2% |
| Participant deferral / active EE | $3,063 | $4,212-27.3% | $3,550-13.7% | $5,287-42.1% |
| Admin fee / account holder | $719 | $8,717-91.8% | $5,586-87.1% | $10,132-92.9% |