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 | $36,733 | $73,933-50.3% | $96,683-62.0% | $75,163-51.1% |
| Participation rate | 54.8% | 66.4%-11.6pp | 74.3%-19.5pp | 67.2%-12.4pp |
| Annual return | 16.69% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,464 | $2,928-50.0% | $3,737-60.8% | $2,670-45.2% |
| Participant deferral / active EE | $3,069 | $3,659-16.1% | $4,878-37.1% | $4,125-25.6% |
| Admin fee / account holder | $1,772 | $5,216-66.0% | $6,730-73.7% | $5,651-68.6% |