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 | $29,158 | $49,915-41.6% | $154,803-81.2% | $74,304-60.8% |
| Participation rate | 44.9% | 54.0%-9.1pp | 78.1%-33.2pp | 60.3%-15.5pp |
| Annual return | 14.73% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $463 | $1,611-71.2% | $4,305-89.2% | $2,241-79.3% |
| Participant deferral / active EE | $2,248 | $2,255-0.3% | $5,540-59.4% | $3,767-40.3% |
| Admin fee / account holder | $4,148 | $2,189+89.5% | $14,329-71.1% | $2,969+39.7% |