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 | $28,827 | $63,764-54.8% | $81,930-64.8% | $79,858-63.9% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 20.76% | 22.66%-1.9pp | 29.49%-8.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $519 | $1,795-71.1% | $4,310-88.0% | $2,471-79.0% |
| Participant deferral / active EE | $1,553 | $2,780-44.1% | $7,107-78.1% | $3,740-58.5% |
| Admin fee / account holder | $610 | $4,426-86.2% | $5,158-88.2% | $5,306-88.5% |