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 | $15,170 | $45,073-66.3% | $69,455-78.2% | $72,985-79.2% |
| Participation rate | 32.6% | 68.5%-35.9pp | 74.6%-42.1pp | 69.5%-36.9pp |
| Annual return | 24.06% | 22.65%+1.4pp | 28.97%-4.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $651 | $2,054-68.3% | $2,779-76.6% | $2,440-73.3% |
| Participant deferral / active EE | $1,326 | $2,602-49.0% | $3,535-62.5% | $3,607-63.2% |
| Admin fee / account holder | $812 | $3,056-73.4% | $3,839-78.9% | $5,124-84.2% |