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 | $26,290 | $54,726-52.0% | $68,793-61.8% | $64,186-59.0% |
| Participation rate | 47.4% | 68.0%-20.7pp | 72.2%-24.9pp | 69.6%-22.2pp |
| Annual return | 10.90% | -1.62%+12.5pp | -4.63%+15.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,290 | $1,846-30.1% | $2,625-50.8% | $2,381-45.8% |
| Participant deferral / active EE | $2,637 | $2,626+0.4% | $3,311-20.4% | $3,470-24.0% |
| Admin fee / account holder | $3,088 | $4,027-23.3% | $5,131-39.8% | $4,888-36.8% |