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 | $20,605 | $91,190-77.4% | $178,490-88.5% | $79,858-74.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 21.42% | 24.19%-2.8pp | 151.07%-129.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,891 | $3,256-41.9% | $5,011-62.3% | $2,471-23.5% |
| Participant deferral / active EE | $2,796 | $3,236-13.6% | $5,202-46.3% | $3,740-25.3% |
| Admin fee / account holder | $840 | $6,751-87.6% | $13,984-94.0% | $5,306-84.2% |