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 | $14,481 | $48,076-69.9% | $78,689-81.6% | $62,891-77.0% |
| Participation rate | 26.7% | 65.2%-38.5pp | 73.6%-46.9pp | 69.3%-42.6pp |
| Annual return | 7.84% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $457 | $2,015-77.3% | $2,851-84.0% | $2,281-79.9% |
| Participant deferral / active EE | $1,343 | $2,588-48.1% | $3,517-61.8% | $3,203-58.1% |
| Admin fee / account holder | $2,588 | $3,207-19.3% | $4,510-42.6% | $4,296-39.7% |