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 | $26,677 | $115,882-77.0% | $100,516-73.5% | $158,922-83.2% |
| Participation rate | 54.2% | 81.6%-27.4pp | 79.4%-25.2pp | 82.0%-27.8pp |
| Annual return | 15.01% | 34.79%-19.8pp | 30.89%-15.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,424 | $4,103-65.3% | $3,418-58.3% | $4,761-70.1% |
| Participant deferral / active EE | $2,506 | $6,674-62.5% | $6,270-60.0% | $5,982-58.1% |
| Admin fee / account holder | $1,560 | $10,995-85.8% | $8,081-80.7% | $11,246-86.1% |