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 5-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 | $15,087 | $80,717-81.3% | $154,803-90.3% | $84,808-82.2% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.7pp | 68.3%-21.9pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $694 | $2,761-74.9% | $4,305-83.9% | $2,631-73.6% |
| Participant deferral / active EE | $1,305 | $3,303-60.5% | $5,540-76.4% | $4,212-69.0% |
| Admin fee / account holder | $2,225 | $6,746-67.0% | $14,329-84.5% | $7,344-69.7% |