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 | $26,235 | $60,776-56.8% | $85,682-69.4% | $79,386-67.0% |
| Participation rate | 56.2% | 62.1%-5.9pp | 69.9%-13.7pp | 70.7%-14.5pp |
| Annual return | 14.50% | 16.57%-2.1pp | 21.49%-7.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,396 | $1,663-16.1% | $2,618-46.7% | $2,427-42.5% |
| Participant deferral / active EE | $1,946 | $2,919-33.3% | $3,923-50.4% | $4,046-51.9% |
| Admin fee / account holder | $961 | $438+119.2% | $6,873-86.0% | $626+53.4% |