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 | $41,050 | $47,922-14.3% | $75,886-45.9% | $65,185-37.0% |
| Participation rate | 22.5% | 63.0%-40.4pp | 69.3%-46.7pp | 70.2%-47.7pp |
| Annual return | 25.37% | 24.12%+1.3pp | 30.76%-5.4pp | 29.38%-4.0pp |
| Employer contribution / active EE | $291 | $1,557-81.3% | $2,500-88.4% | $2,177-86.6% |
| Participant deferral / active EE | $2,497 | $2,550-2.1% | $3,603-30.7% | $3,514-28.9% |
| Admin fee / account holder | $4,310 | $532+710.8% | $5,418-20.5% | $847+408.8% |