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 | $17,002 | $48,076-64.6% | $78,689-78.4% | $62,891-73.0% |
| Participation rate | 64.7% | 65.2%-0.5pp | 73.6%-8.9pp | 69.3%-4.6pp |
| Annual return | 6.38% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $691 | $2,015-65.7% | $2,851-75.8% | $2,281-69.7% |
| Participant deferral / active EE | $1,966 | $2,588-24.0% | $3,517-44.1% | $3,203-38.6% |
| Admin fee / account holder | $1,055 | $3,207-67.1% | $4,510-76.6% | $4,296-75.4% |