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 | $19,442 | $45,035-56.8% | $62,995-69.1% | $70,131-72.3% |
| Participation rate | 34.2% | 69.5%-35.3pp | 74.8%-40.6pp | 69.5%-35.3pp |
| Annual return | 18.21% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $742 | $2,051-63.8% | $2,759-73.1% | $2,342-68.3% |
| Participant deferral / active EE | $1,011 | $2,465-59.0% | $3,329-69.6% | $3,332-69.7% |
| Admin fee / account holder | $1,239 | $2,834-56.3% | $3,600-65.6% | $4,645-73.3% |