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 | $23,806 | $56,277-57.7% | $80,975-70.6% | $62,891-62.1% |
| Participation rate | 52.2% | 69.0%-16.8pp | 75.8%-23.6pp | 69.3%-17.1pp |
| Annual return | 20.14% | 22.12%-2.0pp | 17.10%+3.0pp | 20.14%0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,116 | $4,195+45.8% | $5,696+7.4% | $3,203+91.0% |
| Admin fee / account holder | $3,230 | $3,741-13.6% | $5,516-41.4% | $4,296-24.8% |