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 | $20,863 | $91,190-77.1% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 67.3% | 69.2%-1.9pp | 81.9%-14.7pp | 69.6%-2.4pp |
| Annual return | 21.89% | 24.19%-2.3pp | 151.07%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,220 | $3,256-62.5% | $5,011-75.6% | $2,471-50.6% |
| Participant deferral / active EE | $1,836 | $3,236-43.3% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $587 | $6,751-91.3% | $13,984-95.8% | $5,306-88.9% |