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 | $32,890 | $109,881-70.1% | $150,045-78.1% | $84,808-61.2% |
| Participation rate | 58.9% | 76.1%-17.2pp | 82.3%-23.4pp | 68.3%-9.4pp |
| Annual return | 19.72% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,113 | $3,561-68.7% | $4,693-76.3% | $2,631-57.7% |
| Participant deferral / active EE | $3,098 | $6,636-53.3% | $7,997-61.3% | $4,212-26.4% |
| Admin fee / account holder | $2,486 | $8,568-71.0% | $13,435-81.5% | $7,344-66.1% |