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 | $32,973 | $77,634-57.5% | $156,549-78.9% | $62,891-47.6% |
| Participation rate | 42.9% | 71.2%-28.3pp | 84.0%-41.2pp | 69.3%-26.4pp |
| Annual return | 7.12% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $929 | $3,444-73.0% | $5,501-83.1% | $2,281-59.3% |
| Participant deferral / active EE | $1,734 | $3,045-43.1% | $4,871-64.4% | $3,203-45.9% |
| Admin fee / account holder | $6,611 | $5,561+18.9% | $13,027-49.2% | $4,296+53.9% |