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 | $25,097 | $77,503-67.6% | $100,391-75.0% | $80,856-69.0% |
| Participation rate | 54.0% | 76.9%-22.9pp | 81.5%-27.5pp | 67.6%-13.6pp |
| Annual return | 15.83% | 37.20%-21.4pp | 49.20%-33.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $408 | $2,801-85.4% | $3,942-89.7% | $2,755-85.2% |
| Participant deferral / active EE | $3,290 | $6,820-51.8% | $8,082-59.3% | $4,296-23.4% |
| Admin fee / account holder | $4,676 | $5,897-20.7% | $7,899-40.8% | $6,918-32.4% |