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 | $19,240 | $72,012-73.3% | $185,823-89.6% | $79,858-75.9% |
| Participation rate | 52.2% | 65.8%-13.5pp | 78.0%-25.8pp | 69.6%-17.4pp |
| Annual return | 23.19% | 23.12%+0.1pp | 35.95%-12.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $958 | $1,965-51.2% | $4,087-76.6% | $2,471-61.2% |
| Participant deferral / active EE | $3,582 | $3,779-5.2% | $5,632-36.4% | $3,740-4.2% |
| Admin fee / account holder | $2,118 | $4,513-53.1% | $9,500-77.7% | $5,306-60.1% |