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 | $63,495 | $74,927-15.3% | $101,794-37.6% | $84,808-25.1% |
| Participation rate | 35.4% | 61.4%-26.0pp | 69.2%-33.8pp | 68.3%-32.9pp |
| Annual return | 14.92% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $792 | $1,522-48.0% | $2,289-65.4% | $2,631-69.9% |
| Participant deferral / active EE | $3,538 | $3,099+14.2% | $4,084-13.4% | $4,212-16.0% |
| Admin fee / account holder | $3,047 | $6,514-53.2% | $8,777-65.3% | $7,344-58.5% |