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 | $27,600 | $59,839-53.9% | $81,983-66.3% | $79,858-65.4% |
| Participation rate | 55.9% | 61.6%-5.7pp | 69.2%-13.4pp | 69.6%-13.8pp |
| Annual return | 19.81% | 17.56%+2.2pp | 41.31%-21.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $866 | $1,713-49.5% | $2,498-65.3% | $2,471-65.0% |
| Participant deferral / active EE | $2,650 | $2,695-1.7% | $3,722-28.8% | $3,740-29.2% |
| Admin fee / account holder | $2,544 | $4,287-40.7% | $5,664-55.1% | $5,306-52.1% |