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 | $36,979 | $93,571-60.5% | $135,903-72.8% | $75,163-50.8% |
| Participation rate | 38.2% | 75.2%-36.9pp | 81.9%-43.7pp | 67.2%-29.0pp |
| Annual return | 21.19% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,303 | $3,537-63.2% | $4,856-73.2% | $2,670-51.2% |
| Participant deferral / active EE | $2,550 | $6,404-60.2% | $7,758-67.1% | $4,125-38.2% |
| Admin fee / account holder | $1,693 | $6,975-75.7% | $10,762-84.3% | $5,651-70.0% |