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 | $18,678 | $56,897-67.2% | $84,750-78.0% | $62,891-70.3% |
| Participation rate | 46.8% | 68.5%-21.8pp | 76.6%-29.8pp | 69.3%-22.5pp |
| Annual return | 4.79% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $884 | $2,400-63.2% | $3,574-75.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,448 | $2,709-46.5% | $3,712-61.0% | $3,203-54.8% |
| Admin fee / account holder | $369 | $3,581-89.7% | $5,332-93.1% | $4,296-91.4% |