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 | $25,264 | $72,012-64.9% | $185,823-86.4% | $79,858-68.4% |
| Participation rate | 59.4% | 65.8%-6.4pp | 78.0%-18.7pp | 69.6%-10.3pp |
| Annual return | 14.93% | 23.12%-8.2pp | 35.95%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $524 | $1,965-73.3% | $4,087-87.2% | $2,471-78.8% |
| Participant deferral / active EE | $2,048 | $3,779-45.8% | $5,632-63.6% | $3,740-45.2% |
| Admin fee / account holder | $2,454 | $4,513-45.6% | $9,500-74.2% | $5,306-53.7% |