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 | $17,714 | $56,897-68.9% | $84,750-79.1% | $62,891-71.8% |
| Participation rate | 40.8% | 68.5%-27.7pp | 76.6%-35.8pp | 69.3%-28.5pp |
| Annual return | 14.90% | 6.30%+8.6pp | 22.78%-7.9pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,661 | $2,400-30.8% | $3,574-53.5% | $2,281-27.2% |
| Participant deferral / active EE | $2,393 | $2,709-11.7% | $3,712-35.5% | $3,203-25.3% |
| Admin fee / account holder | $654 | $3,581-81.7% | $5,332-87.7% | $4,296-84.8% |