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 | $29,230 | $90,503-67.7% | $78,689-62.9% | $273,961-89.3% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 10.74% | 75.60%-64.9pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $597 | $3,176-81.2% | $2,851-79.1% | $4,869-87.7% |
| Participant deferral / active EE | $637 | $3,901-83.7% | $3,517-81.9% | $5,287-88.0% |
| Admin fee / account holder | $2,749 | $5,263-47.8% | $4,510-39.0% | $10,132-72.9% |