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 | $19,641 | $77,314-74.6% | $177,989-89.0% | $80,856-75.7% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-2.0pp |
| Annual return | 15.55% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,132 | $2,292-7.0% | $3,949-46.0% | $2,755-22.6% |
| Participant deferral / active EE | $4,722 | $4,411+7.1% | $6,276-24.8% | $4,296+9.9% |
| Admin fee / account holder | $1,754 | $7,191-75.6% | $10,363-83.1% | $6,918-74.6% |