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 | $20,650 | $99,341-79.2% | $84,750-75.6% | $273,961-92.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.35% | 22.93%-19.6pp | 22.78%-19.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,027 | $4,214-75.6% | $3,574-71.3% | $4,869-78.9% |
| Participant deferral / active EE | $1,240 | $4,269-70.9% | $3,712-66.6% | $5,287-76.5% |
| Admin fee / account holder | $1,597 | $6,644-76.0% | $5,332-70.0% | $10,132-84.2% |