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 | $25,536 | $76,367-66.6% | $93,606-72.7% | $72,985-65.0% |
| Participation rate | 12.7% | 71.7%-59.0pp | 75.8%-63.1pp | 69.5%-56.8pp |
| Annual return | 24.63% | 25.82%-1.2pp | 32.76%-8.1pp | 81.00%-56.4pp |
| Employer contribution / active EE | $759 | $2,275-66.7% | $2,718-72.1% | $2,440-68.9% |
| Participant deferral / active EE | $2,015 | $3,538-43.0% | $4,069-50.5% | $3,607-44.1% |
| Admin fee / account holder | $2,336 | $6,838-65.8% | $7,888-70.4% | $5,124-54.4% |