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 | $20,083 | $53,822-62.7% | $75,696-73.5% | $85,850-76.6% |
| Participation rate | 53.1% | 69.1%-15.9pp | 74.8%-21.7pp | 69.3%-16.2pp |
| Annual return | 14.32% | 24.54%-10.2pp | 104.53%-90.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,038 | $2,017-48.5% | $2,743-62.2% | $2,565-59.5% |
| Participant deferral / active EE | $3,539 | $2,895+22.2% | $3,821-7.4% | $3,952-10.4% |
| Admin fee / account holder | $606 | $3,343-81.9% | $3,619-83.2% | $6,260-90.3% |