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 | $18,538 | $35,183-47.3% | $73,545-74.8% | $70,131-73.6% |
| Participation rate | 49.2% | 42.9%+6.2pp | 54.9%-5.8pp | 69.5%-20.4pp |
| Annual return | 16.07% | 26.90%-10.8pp | -15.16%+31.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $747 | $709+5.4% | $1,219-38.7% | $2,342-68.1% |
| Participant deferral / active EE | $1,531 | $1,220+25.5% | $1,806-15.2% | $3,332-54.1% |
| Admin fee / account holder | $3,601 | $2,302+56.4% | $2,320+55.2% | $4,645-22.5% |