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 | $20,145 | $56,897-64.6% | $84,750-76.2% | $62,891-68.0% |
| Participation rate | 59.3% | 68.5%-9.3pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 6.37% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $465 | $2,400-80.6% | $3,574-87.0% | $2,281-79.6% |
| Participant deferral / active EE | $2,538 | $2,709-6.3% | $3,712-31.6% | $3,203-20.8% |
| Admin fee / account holder | $3,087 | $3,581-13.8% | $5,332-42.1% | $4,296-28.1% |