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 | $15,475 | $48,076-67.8% | $78,689-80.3% | $62,891-75.4% |
| Participation rate | 5.4% | 65.2%-59.9pp | 73.6%-68.2pp | 69.3%-63.9pp |
| Annual return | 11.23% | 31.35%-20.1pp | 62.18%-50.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $2,851-68.0% | $2,281-60.0% |
| Participant deferral / active EE | $1,528 | $2,588-41.0% | $3,517-56.6% | $3,203-52.3% |
| Admin fee / account holder | $2,474 | $3,207-22.9% | $4,510-45.1% | $4,296-42.4% |