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 | $25,966 | $48,076-46.0% | $78,689-67.0% | $62,891-58.7% |
| Participation rate | 42.3% | 65.2%-22.9pp | 73.6%-31.3pp | 69.3%-27.0pp |
| Annual return | 11.05% | 31.35%-20.3pp | 62.18%-51.1pp | 20.14%-9.1pp |
| Employer contribution / active EE | $839 | $2,015-58.4% | $2,851-70.6% | $2,281-63.2% |
| Participant deferral / active EE | $1,329 | $2,588-48.7% | $3,517-62.2% | $3,203-58.5% |
| Admin fee / account holder | $800 | $3,207-75.1% | $4,510-82.3% | $4,296-81.4% |