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 | $32,605 | $61,272-46.8% | $149,673-78.2% | $71,457-54.4% |
| Participation rate | 45.1% | 62.5%-17.4pp | 78.8%-33.6pp | 67.9%-22.8pp |
| Annual return | 20.89% | 35.85%-15.0pp | 134.42%-113.5pp | 28.85%-8.0pp |
| Employer contribution / active EE | $710 | $2,378-70.1% | $4,818-85.3% | $2,588-72.6% |
| Participant deferral / active EE | $2,211 | $2,917-24.2% | $5,680-61.1% | $4,289-48.5% |
| Admin fee / account holder | $1,957 | $1,261+55.1% | $13,210-85.2% | $1,587+23.3% |