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 | $39,641 | $49,025-19.1% | $87,507-54.7% | $62,891-37.0% |
| Participation rate | 37.1% | 64.9%-27.8pp | 73.8%-36.7pp | 69.3%-32.2pp |
| Annual return | 8.55% | 10.02%-1.5pp | 12.21%-3.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $481 | $1,372-64.9% | $2,550-81.1% | $2,281-78.9% |
| Participant deferral / active EE | $1,115 | $2,289-51.3% | $3,149-64.6% | $3,203-65.2% |
| Admin fee / account holder | $730 | $4,065-82.0% | $4,221-82.7% | $4,296-83.0% |