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 | $29,933 | $59,839-50.0% | $81,983-63.5% | $79,858-62.5% |
| Participation rate | 58.6% | 61.6%-3.0pp | 69.2%-10.6pp | 69.6%-11.0pp |
| Annual return | 26.73% | 17.56%+9.2pp | 41.31%-14.6pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,387 | $1,713-19.1% | $2,498-44.5% | $2,471-43.9% |
| Participant deferral / active EE | $2,875 | $2,695+6.7% | $3,722-22.8% | $3,740-23.1% |
| Admin fee / account holder | $833 | $4,287-80.6% | $5,664-85.3% | $5,306-84.3% |