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 | $38,315 | $96,557-60.3% | $80,975-52.7% | $273,961-86.0% |
| Participation rate | 58.3% | 79.1%-20.8pp | 75.8%-17.5pp | 83.0%-24.7pp |
| Annual return | 9.34% | 15.14%-5.8pp | 17.10%-7.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,554 | $4,868-68.1% | $3,714-58.2% | $4,869-68.1% |
| Participant deferral / active EE | $2,531 | $6,598-61.6% | $5,696-55.6% | $5,287-52.1% |
| Admin fee / account holder | $886 | $7,492-88.2% | $5,516-83.9% | $10,132-91.3% |