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 | $21,687 | $54,762-60.4% | $90,281-76.0% | $72,985-70.3% |
| Participation rate | 43.5% | 65.1%-21.7pp | 73.3%-29.8pp | 69.5%-26.0pp |
| Annual return | 24.43% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $773 | $2,092-63.1% | $2,854-72.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,898 | $2,887-34.3% | $3,885-51.2% | $3,607-47.4% |
| Admin fee / account holder | $675 | $3,972-83.0% | $5,351-87.4% | $5,124-86.8% |