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 | $35,643 | $53,777-33.7% | $134,143-73.4% | $79,858-55.4% |
| Participation rate | 56.9% | 58.8%-1.8pp | 72.2%-15.2pp | 69.6%-12.7pp |
| Annual return | 16.46% | 19.01%-2.5pp | 36.33%-19.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $454 | $1,321-65.6% | $3,704-87.7% | $2,471-81.6% |
| Participant deferral / active EE | $3,231 | $2,420+33.5% | $3,499-7.6% | $3,740-13.6% |
| Admin fee / account holder | $1,605 | $3,984-59.7% | $6,684-76.0% | $5,306-69.7% |