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 | $24,365 | $62,586-61.1% | $76,768-68.3% | $64,186-62.0% |
| Participation rate | 63.2% | 72.8%-9.7pp | 77.0%-13.8pp | 69.6%-6.4pp |
| Annual return | 13.56% | -1.95%+15.5pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $2,895 | $1,832+58.0% | $2,485+16.5% | $2,381+21.6% |
| Participant deferral / active EE | $6,433 | $3,145+104.6% | $3,852+67.0% | $3,470+85.4% |
| Admin fee / account holder | $2,863 | $4,667-38.7% | $6,675-57.1% | $4,888-41.4% |