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 | $25,131 | $72,177-65.2% | $115,037-78.2% | $59,632-57.9% |
| Participation rate | 63.2% | 72.6%-9.4pp | 81.4%-18.2pp | 68.7%-5.5pp |
| Annual return | 2.84% | 12.02%-9.2pp | 26.14%-23.3pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,387 | $2,841-51.2% | $4,608-69.9% | $2,203-37.0% |
| Participant deferral / active EE | $2,681 | $4,783-44.0% | $6,026-55.5% | $3,192-16.0% |
| Admin fee / account holder | $664 | $4,927-86.5% | $8,175-91.9% | $4,297-84.5% |