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 | $25,344 | $56,053-54.8% | $75,972-66.6% | $80,856-68.7% |
| Participation rate | 12.1% | 62.0%-49.9pp | 69.1%-56.9pp | 67.6%-55.5pp |
| Annual return | 13.97% | 20.53%-6.6pp | 359.55%-345.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $546 | $1,874-70.9% | $2,685-79.7% | $2,755-80.2% |
| Participant deferral / active EE | $1,590 | $3,052-47.9% | $4,255-62.6% | $4,296-63.0% |
| Admin fee / account holder | $2,379 | $5,234-54.5% | $6,467-63.2% | $6,918-65.6% |