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 | $12,792 | $90,503-85.9% | $78,689-83.7% | $273,961-95.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 13.98% | 75.60%-61.6pp | 62.18%-48.2pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,591 | $3,176-49.9% | $2,851-44.2% | $4,869-67.3% |
| Participant deferral / active EE | $3,470 | $3,901-11.0% | $3,517-1.3% | $5,287-34.4% |
| Admin fee / account holder | $994 | $5,263-81.1% | $4,510-78.0% | $10,132-90.2% |