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 | $47,087 | $35,183+33.8% | $73,545-36.0% | $70,131-32.9% |
| Participation rate | 62.0% | 42.9%+19.1pp | 54.9%+7.1pp | 69.5%-7.5pp |
| Annual return | 23.14% | 26.90%-3.8pp | -15.16%+38.3pp | 73.14%-50.0pp |
| Employer contribution / active EE | $387 | $709-45.4% | $1,219-68.3% | $2,342-83.5% |
| Participant deferral / active EE | $1,335 | $1,220+9.4% | $1,806-26.1% | $3,332-59.9% |
| Admin fee / account holder | $1,274 | $2,302-44.6% | $2,320-45.1% | $4,645-72.6% |