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 | $16,513 | $58,523-71.8% | $99,443-83.4% | $72,985-77.4% |
| Participation rate | 44.9% | 64.6%-19.7pp | 73.8%-28.9pp | 69.5%-24.6pp |
| Annual return | 21.28% | 28.51%-7.2pp | 30.72%-9.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $832 | $1,512-45.0% | $2,540-67.2% | $2,440-65.9% |
| Participant deferral / active EE | $1,242 | $2,606-52.3% | $3,619-65.7% | $3,607-65.6% |
| Admin fee / account holder | $3,123 | $4,102-23.9% | $6,250-50.0% | $5,124-39.1% |