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 | $15,353 | $48,076-68.1% | $78,689-80.5% | $62,891-75.6% |
| Participation rate | 60.5% | 65.2%-4.7pp | 73.6%-13.1pp | 69.3%-8.8pp |
| Annual return | 8.07% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $848 | $2,015-57.9% | $2,851-70.3% | $2,281-62.8% |
| Participant deferral / active EE | $1,672 | $2,588-35.4% | $3,517-52.5% | $3,203-47.8% |
| Admin fee / account holder | $1,308 | $3,207-59.2% | $4,510-71.0% | $4,296-69.6% |