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 | $44,964 | $65,041-30.9% | $90,951-50.6% | $79,858-43.7% |
| Participation rate | 41.9% | 61.6%-19.7pp | 69.0%-27.1pp | 69.6%-27.7pp |
| Annual return | 16.58% | 30.45%-13.9pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $898 | $1,247-28.0% | $2,122-57.7% | $2,471-63.7% |
| Participant deferral / active EE | $1,776 | $2,512-29.3% | $3,373-47.3% | $3,740-52.5% |
| Admin fee / account holder | $4,158 | $4,536-8.3% | $5,959-30.2% | $5,306-21.6% |