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 | $27,816 | $172,111-83.8% | $150,298-81.5% | $137,256-79.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 14.63% | 69.37%-54.7pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,079 | $4,636-76.7% | $4,154-74.0% | $4,156-74.0% |
| Participant deferral / active EE | $2,467 | $6,166-60.0% | $5,453-54.7% | $6,407-61.5% |
| Admin fee / account holder | $969 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |