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 | $28,254 | $104,251-72.9% | $91,001-69.0% | $147,584-80.9% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.6%-14.1pp | 82.8%-21.3pp |
| Annual return | 14.69% | 27.06%-12.4pp | 4.60%+10.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,514 | $3,116-51.4% | $2,456-38.3% | $4,876-69.0% |
| Participant deferral / active EE | $5,482 | $4,195+30.7% | $3,547+54.5% | $5,439+0.8% |
| Admin fee / account holder | $10,617 | $8,948+18.6% | $5,417+96.0% | $10,885-2.5% |