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 | $28,150 | $64,307-56.2% | $57,343-50.9% | $125,391-77.6% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 8.77% | 25.12%-16.3pp | 24.39%-15.6pp | 282.22%-273.5pp |
| Employer contribution / active EE | $2,585 | $3,193-19.0% | $2,689-3.9% | $4,866-46.9% |
| Participant deferral / active EE | $6,461 | $3,848+67.9% | $3,162+104.3% | $5,352+20.7% |
| Admin fee / account holder | $6,077 | $5,242+15.9% | $3,356+81.1% | $9,540-36.3% |