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 | $17,144 | $102,616-83.3% | $81,983-79.1% | $158,922-89.2% |
| Participation rate | 35.0% | 75.5%-40.5pp | 69.2%-34.2pp | 82.0%-47.0pp |
| Annual return | 10.63% | 61.04%-50.4pp | 41.31%-30.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,708 | $3,240-47.3% | $2,498-31.6% | $4,761-64.1% |
| Participant deferral / active EE | $3,657 | $4,648-21.3% | $3,722-1.8% | $5,982-38.9% |
| Admin fee / account holder | $2,795 | $8,235-66.1% | $5,664-50.6% | $11,246-75.1% |