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 | $34,449 | $46,869-26.5% | $122,332-71.8% | $70,131-50.9% |
| Participation rate | 43.6% | 58.2%-14.6pp | 71.6%-28.0pp | 69.5%-25.9pp |
| Annual return | 17.24% | 24.22%-7.0pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $312 | $1,288-75.8% | $4,050-92.3% | $2,342-86.7% |
| Participant deferral / active EE | $1,265 | $2,166-41.6% | $3,287-61.5% | $3,332-62.0% |
| Admin fee / account holder | $313 | $3,322-90.6% | $5,478-94.3% | $4,645-93.3% |