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 | $20,906 | $56,277-62.9% | $80,975-74.2% | $62,891-66.8% |
| Participation rate | 43.4% | 69.0%-25.6pp | 75.8%-32.4pp | 69.3%-25.9pp |
| Annual return | 12.10% | 22.12%-10.0pp | 17.10%-5.0pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,110 | $1,943-42.9% | $3,714-70.1% | $2,281-51.3% |
| Participant deferral / active EE | $2,612 | $4,195-37.7% | $5,696-54.1% | $3,203-18.4% |
| Admin fee / account holder | $1,367 | $3,741-63.4% | $5,516-75.2% | $4,296-68.2% |