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 | $80,635 | $59,839+34.8% | $81,983-1.6% | $79,858+1.0% |
| Participation rate | 31.9% | 61.6%-29.7pp | 69.2%-37.3pp | 69.6%-37.7pp |
| Annual return | 17.25% | 17.56%-0.3pp | 41.31%-24.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $645 | $1,713-62.4% | $2,498-74.2% | $2,471-73.9% |
| Participant deferral / active EE | $1,122 | $2,695-58.4% | $3,722-69.9% | $3,740-70.0% |
| Admin fee / account holder | $565 | $4,287-86.8% | $5,664-90.0% | $5,306-89.3% |