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 | $20,783 | $56,277-63.1% | $80,975-74.3% | $62,891-67.0% |
| Participation rate | 57.7% | 69.0%-11.3pp | 75.8%-18.1pp | 69.3%-11.6pp |
| Annual return | 10.84% | 22.12%-11.3pp | 17.10%-6.3pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,130 | $1,943-41.8% | $3,714-69.6% | $2,281-50.5% |
| Participant deferral / active EE | $2,515 | $4,195-40.0% | $5,696-55.8% | $3,203-21.5% |
| Admin fee / account holder | $2,304 | $3,741-38.4% | $5,516-58.2% | $4,296-46.4% |