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 | $15,552 | $54,762-71.6% | $90,281-82.8% | $72,985-78.7% |
| Participation rate | 38.2% | 65.1%-27.0pp | 73.3%-35.1pp | 69.5%-31.3pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $234 | $2,092-88.8% | $2,854-91.8% | $2,440-90.4% |
| Participant deferral / active EE | $1,911 | $2,887-33.8% | $3,885-50.8% | $3,607-47.0% |
| Admin fee / account holder | $2,260 | $3,972-43.1% | $5,351-57.8% | $5,124-55.9% |