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 | $35,352 | $58,851-39.9% | $115,157-69.3% | $72,985-51.6% |
| Participation rate | 29.4% | 65.5%-36.1pp | 75.9%-46.5pp | 69.5%-40.1pp |
| Annual return | 18.09% | 23.16%-5.1pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $522 | $1,798-71.0% | $3,179-83.6% | $2,440-78.6% |
| Participant deferral / active EE | $1,373 | $2,643-48.0% | $4,168-67.1% | $3,607-61.9% |
| Admin fee / account holder | $440 | $6,370-93.1% | $7,088-93.8% | $5,124-91.4% |