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 | $24,243 | $43,075-43.7% | $74,583-67.5% | $62,891-61.5% |
| Participation rate | 16.7% | 58.1%-41.4pp | 68.1%-51.4pp | 69.3%-52.6pp |
| Annual return | 5.46% | 17.50%-12.0pp | 20.47%-15.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $239 | $1,498-84.1% | $2,525-90.5% | $2,281-89.5% |
| Participant deferral / active EE | $1,146 | $2,389-52.1% | $3,458-66.9% | $3,203-64.2% |
| Admin fee / account holder | $594 | $2,840-79.1% | $4,138-85.7% | $4,296-86.2% |