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 | $38,811 | $60,892-36.3% | $82,389-52.9% | $84,808-54.2% |
| Participation rate | 41.9% | 63.3%-21.4pp | 69.5%-27.7pp | 68.3%-26.4pp |
| Annual return | 15.19% | 37.29%-22.1pp | 28.67%-13.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $819 | $1,779-54.0% | $2,517-67.5% | $2,631-68.9% |
| Participant deferral / active EE | $1,648 | $3,179-48.2% | $4,155-60.3% | $4,212-60.9% |
| Admin fee / account holder | $4,294 | $5,467-21.5% | $7,231-40.6% | $7,344-41.5% |