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 | $13,389 | $39,122-65.8% | $57,179-76.6% | $62,891-78.7% |
| Participation rate | 58.1% | 70.5%-12.4pp | 75.3%-17.2pp | 69.3%-11.2pp |
| Annual return | 7.01% | 9.23%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $493 | $1,874-73.7% | $2,682-81.6% | $2,281-78.4% |
| Participant deferral / active EE | $960 | $2,374-59.6% | $3,096-69.0% | $3,203-70.0% |
| Admin fee / account holder | $2,426 | $2,592-6.4% | $3,139-22.7% | $4,296-43.5% |