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 | $30,886 | $60,349-48.8% | $74,183-58.4% | $62,891-50.9% |
| Participation rate | 69.3% | 72.7%-3.4pp | 76.6%-7.3pp | 69.3%0pp |
| Annual return | 8.20% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,071 | $1,680-36.2% | $2,370-54.8% | $2,281-53.0% |
| Participant deferral / active EE | $2,553 | $2,856-10.6% | $3,550-28.1% | $3,203-20.3% |
| Admin fee / account holder | $1,512 | $4,261-64.5% | $5,586-72.9% | $4,296-64.8% |