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 | $21,660 | $62,672-65.4% | $185,117-88.3% | $70,131-69.1% |
| Participation rate | 53.6% | 63.8%-10.2pp | 77.3%-23.7pp | 69.5%-16.0pp |
| Annual return | 23.41% | 40.79%-17.4pp | 40.50%-17.1pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,670 | $1,753-4.7% | $4,182-60.1% | $2,342-28.7% |
| Participant deferral / active EE | $3,101 | $3,272-5.2% | $5,045-38.5% | $3,332-6.9% |
| Admin fee / account holder | $885 | $3,932-77.5% | $8,159-89.2% | $4,645-81.0% |