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 | $40,701 | $83,477-51.2% | $125,175-67.5% | $72,985-44.2% |
| Participation rate | 43.0% | 73.3%-30.3pp | 79.8%-36.8pp | 69.5%-26.5pp |
| Annual return | 19.72% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $971 | $2,345-58.6% | $3,865-74.9% | $2,440-60.2% |
| Participant deferral / active EE | $1,980 | $3,585-44.8% | $4,937-59.9% | $3,607-45.1% |
| Admin fee / account holder | $5,752 | $5,517+4.2% | $9,702-40.7% | $5,124+12.2% |