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 | $22,579 | $56,897-60.3% | $84,750-73.4% | $62,891-64.1% |
| Participation rate | 20.7% | 68.5%-47.8pp | 76.6%-55.9pp | 69.3%-48.6pp |
| Annual return | 9.36% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,286 | $2,709-52.5% | $3,712-65.4% | $3,203-59.9% |
| Admin fee / account holder | $841 | $3,581-76.5% | $5,332-84.2% | $4,296-80.4% |