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 | $18,334 | $55,706-67.1% | $75,886-75.8% | $72,985-74.9% |
| Participation rate | 35.7% | 61.1%-25.4pp | 69.3%-33.6pp | 69.5%-33.8pp |
| Annual return | 27.22% | 27.59%-0.4pp | 30.76%-3.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $622 | $1,687-63.1% | $2,500-75.1% | $2,440-74.5% |
| Participant deferral / active EE | $2,208 | $2,634-16.1% | $3,603-38.7% | $3,607-38.8% |
| Admin fee / account holder | $873 | $3,978-78.0% | $5,418-83.9% | $5,124-83.0% |