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 7-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 | $14,731 | $59,101-75.1% | $77,163-80.9% | $75,163-80.4% |
| Participation rate | 30.0% | 63.9%-33.9pp | 69.6%-39.6pp | 67.2%-37.2pp |
| Annual return | 18.36% | 26.71%-8.3pp | 37.87%-19.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $863 | $1,995-56.7% | $2,535-65.9% | $2,670-67.7% |
| Participant deferral / active EE | $2,414 | $2,999-19.5% | $3,833-37.0% | $4,125-41.5% |
| Admin fee / account holder | $943 | $4,774-80.2% | $5,472-82.8% | $5,651-83.3% |