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 | $14,608 | $48,300-69.8% | $40,145,923-100.0% | $62,891-76.8% |
| Participation rate | 31.4% | 62.0%-30.6pp | 68.4%-37.0pp | 69.3%-37.9pp |
| Annual return | 8.47% | 6.95%+1.5pp | 5.24%+3.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $974 | $2,388-59.2% | $2,591-62.4% | $3,203-69.6% |
| Admin fee / account holder | $893 | $2,919-69.4% | $2,903-69.3% | $4,296-79.2% |