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 | $21,234 | $77,634-72.6% | $156,549-86.4% | $62,891-66.2% |
| Participation rate | 69.1% | 71.2%-2.1pp | 84.0%-14.9pp | 69.3%-0.2pp |
| Annual return | 6.52% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,290 | $3,444-62.5% | $5,501-76.5% | $2,281-43.4% |
| Participant deferral / active EE | $1,910 | $3,045-37.3% | $4,871-60.8% | $3,203-40.4% |
| Admin fee / account holder | $2,420 | $5,561-56.5% | $13,027-81.4% | $4,296-43.7% |