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 | $37,889 | $58,523-35.3% | $99,443-61.9% | $72,985-48.1% |
| Participation rate | 37.5% | 64.6%-27.1pp | 73.8%-36.3pp | 69.5%-32.0pp |
| Annual return | 18.77% | 28.51%-9.7pp | 30.72%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $911 | $1,512-39.7% | $2,540-64.1% | $2,440-62.6% |
| Participant deferral / active EE | $2,250 | $2,606-13.7% | $3,619-37.8% | $3,607-37.6% |
| Admin fee / account holder | $480 | $4,102-88.3% | $6,250-92.3% | $5,124-90.6% |