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 | $41,347 | $76,367-45.9% | $93,606-55.8% | $72,985-43.3% |
| Participation rate | 37.5% | 71.7%-34.2pp | 75.8%-38.3pp | 69.5%-32.0pp |
| Annual return | 18.08% | 25.82%-7.7pp | 32.76%-14.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $745 | $2,275-67.2% | $2,718-72.6% | $2,440-69.5% |
| Participant deferral / active EE | $2,253 | $3,538-36.3% | $4,069-44.6% | $3,607-37.5% |
| Admin fee / account holder | $9,808 | $6,838+43.4% | $7,888+24.3% | $5,124+91.4% |