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 | $43,097 | $90,503-52.4% | $78,689-45.2% | $273,961-84.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 20.58% | 75.60%-55.0pp | 62.18%-41.6pp | 41.45%-20.9pp |
| Employer contribution / active EE | $163 | $3,176-94.9% | $2,851-94.3% | $4,869-96.6% |
| Participant deferral / active EE | $2,901 | $3,901-25.6% | $3,517-17.5% | $5,287-45.1% |
| Admin fee / account holder | $2,929 | $5,263-44.3% | $4,510-35.1% | $10,132-71.1% |