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 | $12,629 | $65,685-80.8% | $57,179-77.9% | $273,961-95.4% |
| Participation rate | 55.0% | 78.3%-23.3pp | 75.3%-20.3pp | 83.0%-28.0pp |
| Annual return | 6.92% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,018 | $3,279-69.0% | $2,682-62.1% | $4,869-79.1% |
| Participant deferral / active EE | $1,991 | $3,782-47.3% | $3,096-35.7% | $5,287-62.3% |
| Admin fee / account holder | $3,763 | $4,835-22.2% | $3,139+19.9% | $10,132-62.9% |