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 | $34,189 | $81,248-57.9% | $155,509-78.0% | $80,856-57.7% |
| Participation rate | 51.6% | 66.2%-14.6pp | 78.2%-26.6pp | 67.6%-16.0pp |
| Annual return | 10.97% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $863 | $3,100-72.2% | $4,672-81.5% | $2,755-68.7% |
| Participant deferral / active EE | $2,200 | $3,452-36.2% | $5,626-60.9% | $4,296-48.8% |
| Admin fee / account holder | $4,558 | $7,997-43.0% | $15,912-71.4% | $6,918-34.1% |