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 | $21,464 | $65,395-67.2% | $182,532-88.2% | $72,985-70.6% |
| Participation rate | 51.2% | 65.4%-14.3pp | 78.0%-26.8pp | 69.5%-18.3pp |
| Annual return | 20.44% | 27.68%-7.2pp | 148.54%-128.1pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,010 | $1,911-47.1% | $4,076-75.2% | $2,440-58.6% |
| Participant deferral / active EE | $1,866 | $3,563-47.6% | $5,524-66.2% | $3,607-48.3% |
| Admin fee / account holder | $1,754 | $4,245-58.7% | $8,592-79.6% | $5,124-65.8% |