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 | $24,831 | $113,339-78.1% | $94,993-73.9% | $147,584-83.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 6.50% | 20.77%-14.3pp | 27.12%-20.6pp | 578.55%-572.0pp |
| Employer contribution / active EE | $1,503 | $3,160-52.4% | $2,603-42.3% | $4,876-69.2% |
| Participant deferral / active EE | $1,597 | $3,777-57.7% | $3,317-51.9% | $5,439-70.6% |
| Admin fee / account holder | $643 | $6,063-89.4% | $4,960-87.0% | $10,885-94.1% |