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 | $47,614 | $56,110-15.1% | $94,993-49.9% | $70,131-32.1% |
| Participation rate | 40.3% | 65.0%-24.7pp | 73.9%-33.6pp | 69.5%-29.3pp |
| Annual return | 12.47% | 51.02%-38.6pp | 27.12%-14.7pp | 73.14%-60.7pp |
| Employer contribution / active EE | $617 | $1,442-57.2% | $2,603-76.3% | $2,342-73.7% |
| Participant deferral / active EE | $1,957 | $2,391-18.2% | $3,317-41.0% | $3,332-41.3% |
| Admin fee / account holder | $5,263 | $3,456+52.3% | $4,960+6.1% | $4,645+13.3% |