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 | $50,962 | $54,541-6.6% | $78,778-35.3% | $70,131-27.3% |
| Participation rate | 44.3% | 60.8%-16.5pp | 69.2%-24.9pp | 69.5%-25.2pp |
| Annual return | 15.84% | 21.07%-5.2pp | 35.62%-19.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $671 | $1,089-38.3% | $1,986-66.2% | $2,342-71.3% |
| Participant deferral / active EE | $1,590 | $2,210-28.0% | $2,958-46.2% | $3,332-52.3% |
| Admin fee / account holder | $3,277 | $3,709-11.6% | $5,134-36.2% | $4,645-29.4% |