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 | $17,408 | $53,018-67.2% | $70,014-75.1% | $62,891-72.3% |
| Participation rate | 55.6% | 67.2%-11.6pp | 71.8%-16.3pp | 69.3%-13.8pp |
| Annual return | 7.41% | 13.35%-5.9pp | 12.99%-5.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $883 | $1,799-50.9% | $2,338-62.2% | $2,281-61.3% |
| Participant deferral / active EE | $1,574 | $2,395-34.3% | $2,931-46.3% | $3,203-50.9% |
| Admin fee / account holder | $349 | $3,690-90.5% | $4,380-92.0% | $4,296-91.9% |