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 | $19,218 | $101,069-81.0% | $81,478-76.4% | $147,584-87.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 13.64% | 32.40%-18.8pp | 38.78%-25.1pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,080 | $3,205-66.3% | $2,568-57.9% | $4,876-77.8% |
| Participant deferral / active EE | $1,847 | $4,242-56.5% | $3,537-47.8% | $5,439-66.0% |
| Admin fee / account holder | $554 | $5,812-90.5% | $4,561-87.8% | $10,885-94.9% |