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 | $31,339 | $49,227-36.3% | $70,449-55.5% | $79,858-60.8% |
| Participation rate | 41.9% | 69.2%-27.2pp | 75.1%-33.1pp | 69.6%-27.7pp |
| Annual return | 14.50% | 30.06%-15.6pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $671 | $2,099-68.0% | $2,737-75.5% | $2,471-72.9% |
| Participant deferral / active EE | $2,301 | $2,768-16.8% | $3,709-37.9% | $3,740-38.5% |
| Admin fee / account holder | $2,421 | $2,878-15.9% | $3,845-37.0% | $5,306-54.4% |