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 | $17,987 | $54,762-67.2% | $90,281-80.1% | $72,985-75.4% |
| Participation rate | 41.4% | 65.1%-23.8pp | 73.3%-31.9pp | 69.5%-28.1pp |
| Annual return | 22.19% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $651 | $2,092-68.9% | $2,854-77.2% | $2,440-73.3% |
| Participant deferral / active EE | $994 | $2,887-65.6% | $3,885-74.4% | $3,607-72.5% |
| Admin fee / account holder | $1,390 | $3,972-65.0% | $5,351-74.0% | $5,124-72.9% |