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 | $29,480 | $46,869-37.1% | $122,332-75.9% | $70,131-58.0% |
| Participation rate | 43.4% | 58.2%-14.8pp | 71.6%-28.2pp | 69.5%-26.1pp |
| Annual return | 15.74% | 24.22%-8.5pp | 30.27%-14.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $487 | $1,288-62.2% | $4,050-88.0% | $2,342-79.2% |
| Participant deferral / active EE | $1,424 | $2,166-34.3% | $3,287-56.7% | $3,332-57.3% |
| Admin fee / account holder | $2,691 | $3,322-19.0% | $5,478-50.9% | $4,645-42.1% |