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 | $32,579 | $45,035-27.7% | $62,995-48.3% | $70,131-53.5% |
| Participation rate | 55.6% | 69.5%-14.0pp | 74.8%-19.3pp | 69.5%-14.0pp |
| Annual return | 16.85% | 18.76%-1.9pp | 87.57%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,145 | $2,051-44.2% | $2,759-58.5% | $2,342-51.1% |
| Participant deferral / active EE | $2,820 | $2,465+14.4% | $3,329-15.3% | $3,332-15.4% |
| Admin fee / account holder | $350 | $2,834-87.6% | $3,600-90.3% | $4,645-92.5% |