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 | $21,723 | $49,227-55.9% | $70,449-69.2% | $79,858-72.8% |
| Participation rate | 62.7% | 69.2%-6.5pp | 75.1%-12.3pp | 69.6%-6.9pp |
| Annual return | 23.10% | 30.06%-7.0pp | 109.03%-85.9pp | 31.71%-8.6pp |
| Employer contribution / active EE | $455 | $2,099-78.3% | $2,737-83.4% | $2,471-81.6% |
| Participant deferral / active EE | $2,511 | $2,768-9.3% | $3,709-32.3% | $3,740-32.9% |
| Admin fee / account holder | $1,167 | $2,878-59.5% | $3,845-69.7% | $5,306-78.0% |