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 | $28,096 | $72,277-61.1% | $101,248-72.3% | $79,858-64.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 22.67% | 22.30%+0.4pp | 46.47%-23.8pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,524 | $2,692-43.4% | $3,660-58.4% | $2,471-38.3% |
| Participant deferral / active EE | $2,924 | $3,282-10.9% | $4,370-33.1% | $3,740-21.8% |
| Admin fee / account holder | $743 | $4,400-83.1% | $5,945-87.5% | $5,306-86.0% |