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 | $14,327 | $46,553-69.2% | $64,056-77.6% | $75,163-80.9% |
| Participation rate | 48.6% | 65.9%-17.3pp | 72.3%-23.7pp | 67.2%-18.5pp |
| Annual return | 20.96% | 26.03%-5.1pp | 33.69%-12.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,137 | $1,974-42.4% | $2,747-58.6% | $2,670-57.4% |
| Participant deferral / active EE | $1,692 | $2,837-40.3% | $3,880-56.4% | $4,125-59.0% |
| Admin fee / account holder | $496 | $2,952-83.2% | $3,068-83.8% | $5,651-91.2% |