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 | $22,350 | $66,402-66.3% | $109,895-79.7% | $85,850-74.0% |
| Participation rate | 35.7% | 63.9%-28.2pp | 74.2%-38.5pp | 69.3%-33.6pp |
| Annual return | 15.78% | 19.59%-3.8pp | 29.45%-13.7pp | 318.53%-302.8pp |
| Employer contribution / active EE | $591 | $1,687-65.0% | $2,842-79.2% | $2,565-77.0% |
| Participant deferral / active EE | $1,741 | $2,842-38.8% | $4,048-57.0% | $3,952-55.9% |
| Admin fee / account holder | $1,718 | $4,557-62.3% | $6,066-71.7% | $6,260-72.5% |