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 | $14,805 | $39,122-62.2% | $57,179-74.1% | $62,891-76.5% |
| Participation rate | 30.6% | 70.5%-39.9pp | 75.3%-44.8pp | 69.3%-38.7pp |
| Annual return | 8.66% | 9.23%-0.6pp | 14.59%-5.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $617 | $1,874-67.1% | $2,682-77.0% | $2,281-73.0% |
| Participant deferral / active EE | $949 | $2,374-60.0% | $3,096-69.3% | $3,203-70.4% |
| Admin fee / account holder | $683 | $2,592-73.7% | $3,139-78.2% | $4,296-84.1% |