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 | $19,065 | $56,897-66.5% | $84,750-77.5% | $62,891-69.7% |
| Participation rate | 55.2% | 68.5%-13.4pp | 76.6%-21.4pp | 69.3%-14.1pp |
| Annual return | 5.19% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $625 | $2,400-73.9% | $3,574-82.5% | $2,281-72.6% |
| Participant deferral / active EE | $1,189 | $2,709-56.1% | $3,712-68.0% | $3,203-62.9% |
| Admin fee / account holder | $733 | $3,581-79.5% | $5,332-86.2% | $4,296-82.9% |