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 | $30,341 | $65,376-53.6% | $87,100-65.2% | $65,185-53.5% |
| Participation rate | 63.8% | 75.3%-11.5pp | 76.9%-13.1pp | 70.2%-6.4pp |
| Annual return | 21.48% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,065 | $1,822-41.6% | $2,521-57.8% | $2,177-51.1% |
| Participant deferral / active EE | $1,888 | $3,388-44.3% | $4,049-53.4% | $3,514-46.3% |
| Admin fee / account holder | $919 | $520+76.8% | $7,497-87.7% | $847+8.5% |