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 | $17,751 | $49,227-63.9% | $70,449-74.8% | $79,858-77.8% |
| Participation rate | 49.2% | 69.2%-20.0pp | 75.1%-25.8pp | 69.6%-20.4pp |
| Annual return | 9.30% | 30.06%-20.8pp | 109.03%-99.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $575 | $2,099-72.6% | $2,737-79.0% | $2,471-76.7% |
| Participant deferral / active EE | $927 | $2,768-66.5% | $3,709-75.0% | $3,740-75.2% |
| Admin fee / account holder | $3,335 | $2,878+15.9% | $3,845-13.3% | $5,306-37.1% |