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 | $17,987 | $57,541-68.7% | $95,745-81.2% | $75,163-76.1% |
| Participation rate | 62.5% | 62.5%0pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 17.16% | 34.93%-17.8pp | 28.35%-11.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $966 | $1,808-46.5% | $2,835-65.9% | $2,670-63.8% |
| Participant deferral / active EE | $3,167 | $3,074+3.0% | $4,245-25.4% | $4,125-23.2% |
| Admin fee / account holder | $780 | $4,099-81.0% | $5,678-86.3% | $5,651-86.2% |