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 | $26,931 | $77,634-65.3% | $156,549-82.8% | $62,891-57.2% |
| Participation rate | 41.2% | 71.2%-30.0pp | 84.0%-42.8pp | 69.3%-28.1pp |
| Annual return | 8.30% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,351 | $3,444-60.8% | $5,501-75.4% | $2,281-40.8% |
| Participant deferral / active EE | $1,750 | $3,045-42.5% | $4,871-64.1% | $3,203-45.4% |
| Admin fee / account holder | $3,738 | $5,561-32.8% | $13,027-71.3% | $4,296-13.0% |