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 | $15,647 | $45,073-65.3% | $69,455-77.5% | $72,985-78.6% |
| Participation rate | 61.5% | 68.5%-7.0pp | 74.6%-13.1pp | 69.5%-7.9pp |
| Annual return | 21.47% | 22.65%-1.2pp | 28.97%-7.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,028 | $2,054-49.9% | $2,779-63.0% | $2,440-57.9% |
| Participant deferral / active EE | $2,160 | $2,602-17.0% | $3,535-38.9% | $3,607-40.1% |
| Admin fee / account holder | $1,348 | $3,056-55.9% | $3,839-64.9% | $5,124-73.7% |