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 | $23,713 | $93,071-74.5% | $74,583-68.2% | $273,961-91.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 12.31% | 26.18%-13.9pp | 20.47%-8.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $2,317 | $3,160-26.7% | $2,525-8.3% | $4,869-52.4% |
| Participant deferral / active EE | $6,258 | $4,160+50.4% | $3,458+81.0% | $5,287+18.4% |
| Admin fee / account holder | $399 | $5,272-92.4% | $4,138-90.4% | $10,132-96.1% |