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 | $38,283 | $49,227-22.2% | $70,449-45.7% | $79,858-52.1% |
| Participation rate | 59.2% | 69.2%-10.0pp | 75.1%-15.9pp | 69.6%-10.5pp |
| Annual return | 14.98% | 30.06%-15.1pp | 109.03%-94.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $508 | $2,099-75.8% | $2,737-81.4% | $2,471-79.4% |
| Participant deferral / active EE | $2,689 | $2,768-2.9% | $3,709-27.5% | $3,740-28.1% |
| Admin fee / account holder | $1,087 | $2,878-62.2% | $3,845-71.7% | $5,306-79.5% |