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 | $27,365 | $54,762-50.0% | $90,281-69.7% | $72,985-62.5% |
| Participation rate | 5.4% | 65.1%-59.7pp | 73.3%-67.9pp | 69.5%-64.1pp |
| Annual return | 19.66% | 30.63%-11.0pp | 78.10%-58.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,136 | $2,092-45.7% | $2,854-60.2% | $2,440-53.5% |
| Participant deferral / active EE | $4,029 | $2,887+39.6% | $3,885+3.7% | $3,607+11.7% |
| Admin fee / account holder | $5,035 | $3,972+26.8% | $5,351-5.9% | $5,124-1.7% |