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 | $29,284 | $96,557-69.7% | $80,975-63.8% | $273,961-89.3% |
| Participation rate | 35.7% | 79.1%-43.4pp | 75.8%-40.1pp | 83.0%-47.3pp |
| Annual return | 11.69% | 15.14%-3.5pp | 17.10%-5.4pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,017 | $4,868-79.1% | $3,714-72.6% | $4,869-79.1% |
| Participant deferral / active EE | $1,854 | $6,598-71.9% | $5,696-67.5% | $5,287-64.9% |
| Admin fee / account holder | $2,474 | $7,492-67.0% | $5,516-55.2% | $10,132-75.6% |