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 | $13,217 | $45,035-70.7% | $62,995-79.0% | $70,131-81.2% |
| Participation rate | 62.9% | 69.5%-6.7pp | 74.8%-12.0pp | 69.5%-6.7pp |
| Annual return | 27.09% | 18.76%+8.3pp | 87.57%-60.5pp | 73.14%-46.0pp |
| Employer contribution / active EE | $1,378 | $2,051-32.8% | $2,759-50.1% | $2,342-41.2% |
| Participant deferral / active EE | $2,650 | $2,465+7.5% | $3,329-20.4% | $3,332-20.5% |
| Admin fee / account holder | $476 | $2,834-83.2% | $3,600-86.8% | $4,645-89.8% |