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 | $12,911 | $51,576-75.0% | $129,207-90.0% | $80,856-84.0% |
| Participation rate | 57.7% | 57.0%+0.7pp | 69.6%-11.9pp | 67.6%-9.9pp |
| Annual return | 17.06% | 20.81%-3.8pp | 9417.33%-9400.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $432 | $1,584-72.7% | $4,153-89.6% | $2,755-84.3% |
| Participant deferral / active EE | $2,005 | $2,669-24.9% | $4,168-51.9% | $4,296-53.3% |
| Admin fee / account holder | $337 | $4,305-92.2% | $7,715-95.6% | $6,918-95.1% |