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 | $19,631 | $99,341-80.2% | $84,750-76.8% | $273,961-92.8% |
| Participation rate | 52.4% | 80.7%-28.3pp | 76.6%-24.2pp | 83.0%-30.6pp |
| Annual return | 11.33% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,114 | $4,214-73.6% | $3,574-68.8% | $4,869-77.1% |
| Participant deferral / active EE | $1,127 | $4,269-73.6% | $3,712-69.6% | $5,287-78.7% |
| Admin fee / account holder | $525 | $6,644-92.1% | $5,332-90.1% | $10,132-94.8% |