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 | $25,401 | $53,127-52.2% | $86,590-70.7% | $70,131-63.8% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 15.32% | 27.66%-12.3pp | 964.84%-949.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,209 | $2,068-41.6% | $2,839-57.4% | $2,342-48.4% |
| Participant deferral / active EE | $2,450 | $2,696-9.1% | $3,609-32.1% | $3,332-26.5% |
| Admin fee / account holder | $1,006 | $3,585-71.9% | $4,906-79.5% | $4,645-78.3% |