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 | $24,819 | $53,018-53.2% | $70,014-64.6% | $62,891-60.5% |
| Participation rate | 44.2% | 67.2%-23.0pp | 71.8%-27.6pp | 69.3%-25.1pp |
| Annual return | 8.65% | 13.35%-4.7pp | 12.99%-4.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $749 | $1,799-58.4% | $2,338-68.0% | $2,281-67.2% |
| Participant deferral / active EE | $1,592 | $2,395-33.5% | $2,931-45.7% | $3,203-50.3% |
| Admin fee / account holder | $515 | $3,690-86.1% | $4,380-88.3% | $4,296-88.0% |