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 | $27,203 | $41,377-34.3% | $109,313-75.1% | $62,891-56.7% |
| Participation rate | 32.4% | 57.5%-25.1pp | 71.3%-38.8pp | 69.3%-36.9pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $428 | $1,276-66.5% | $3,892-89.0% | $2,281-81.2% |
| Participant deferral / active EE | $823 | $2,045-59.7% | $3,166-74.0% | $3,203-74.3% |
| Admin fee / account holder | $2,261 | $2,884-21.6% | $5,666-60.1% | $4,296-47.4% |