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 | $17,254 | $45,073-61.7% | $69,455-75.2% | $72,985-76.4% |
| Participation rate | 69.0% | 68.5%+0.5pp | 74.6%-5.6pp | 69.5%-0.5pp |
| Annual return | 15.73% | 22.65%-6.9pp | 28.97%-13.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $653 | $2,054-68.2% | $2,779-76.5% | $2,440-73.2% |
| Participant deferral / active EE | $887 | $2,602-65.9% | $3,535-74.9% | $3,607-75.4% |
| Admin fee / account holder | $782 | $3,056-74.4% | $3,839-79.6% | $5,124-84.7% |