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 | $18,046 | $80,717-77.6% | $154,803-88.3% | $84,808-78.7% |
| Participation rate | 46.2% | 66.8%-20.7pp | 78.1%-31.9pp | 68.3%-22.2pp |
| Annual return | 21.97% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,395 | $2,761-49.5% | $4,305-67.6% | $2,631-47.0% |
| Participant deferral / active EE | $2,622 | $3,303-20.6% | $5,540-52.7% | $4,212-37.7% |
| Admin fee / account holder | $1,176 | $6,746-82.6% | $14,329-91.8% | $7,344-84.0% |