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 | $15,544 | $65,685-76.3% | $57,179-72.8% | $273,961-94.3% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 17.49% | 21.99%-4.5pp | 14.59%+2.9pp | 41.45%-24.0pp |
| Employer contribution / active EE | $2,047 | $3,279-37.5% | $2,682-23.7% | $4,869-57.9% |
| Participant deferral / active EE | $5,219 | $3,782+38.0% | $3,096+68.6% | $5,287-1.3% |
| Admin fee / account holder | $418 | $4,835-91.4% | $3,139-86.7% | $10,132-95.9% |