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 | $13,704 | $37,426-63.4% | $77,482-82.3% | $79,858-82.8% |
| Participation rate | 56.3% | 41.5%+14.8pp | 54.2%+2.2pp | 69.6%-13.3pp |
| Annual return | 12.82% | 39.70%-26.9pp | 54.79%-42.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $561 | $637-11.9% | $986-43.1% | $2,471-77.3% |
| Participant deferral / active EE | $816 | $1,260-35.3% | $1,861-56.2% | $3,740-78.2% |
| Admin fee / account holder | $2,500 | $2,504-0.1% | $2,858-12.5% | $5,306-52.9% |