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 | $22,494 | $88,707-74.6% | $74,183-69.7% | $273,961-91.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 28.45% | 11.94%+16.5pp | 17.74%+10.7pp | 41.45%-13.0pp |
| Employer contribution / active EE | $3,318 | $3,159+5.0% | $2,370+40.0% | $4,869-31.8% |
| Participant deferral / active EE | $5,972 | $4,212+41.8% | $3,550+68.2% | $5,287+13.0% |
| Admin fee / account holder | $1,315 | $8,717-84.9% | $5,586-76.5% | $10,132-87.0% |