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 | $23,755 | $45,035-47.3% | $62,995-62.3% | $70,131-66.1% |
| Participation rate | 58.9% | 69.5%-10.6pp | 74.8%-15.9pp | 69.5%-10.7pp |
| Annual return | 22.46% | 18.76%+3.7pp | 87.57%-65.1pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,316 | $2,051-35.8% | $2,759-52.3% | $2,342-43.8% |
| Participant deferral / active EE | $3,738 | $2,465+51.7% | $3,329+12.3% | $3,332+12.2% |
| Admin fee / account holder | $1,043 | $2,834-63.2% | $3,600-71.0% | $4,645-77.6% |