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 | $42,275 | $54,762-22.8% | $90,281-53.2% | $72,985-42.1% |
| Participation rate | 40.5% | 65.1%-24.7pp | 73.3%-32.8pp | 69.5%-29.0pp |
| Annual return | 22.20% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $317 | $2,092-84.9% | $2,854-88.9% | $2,440-87.0% |
| Participant deferral / active EE | $1,315 | $2,887-54.5% | $3,885-66.2% | $3,607-63.5% |
| Admin fee / account holder | $9,539 | $3,972+140.1% | $5,351+78.2% | $5,124+86.1% |