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 | $39,819 | $99,341-59.9% | $84,750-53.0% | $273,961-85.5% |
| Participation rate | 23.8% | 80.7%-56.9pp | 76.6%-52.8pp | 83.0%-59.2pp |
| Annual return | 5.98% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,125 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $1,305 | $4,269-69.4% | $3,712-64.8% | $5,287-75.3% |
| Admin fee / account holder | $1,149 | $6,644-82.7% | $5,332-78.5% | $10,132-88.7% |