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 | $22,698 | $72,277-68.6% | $101,248-77.6% | $79,858-71.6% |
| Participation rate | 35.7% | 68.5%-32.7pp | 75.8%-40.1pp | 69.6%-33.9pp |
| Annual return | 23.41% | 22.30%+1.1pp | 46.47%-23.1pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,001 | $2,692-62.8% | $3,660-72.7% | $2,471-59.5% |
| Participant deferral / active EE | $2,061 | $3,282-37.2% | $4,370-52.8% | $3,740-44.9% |
| Admin fee / account holder | $360 | $4,400-91.8% | $5,945-93.9% | $5,306-93.2% |