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 | $40,643 | $72,492-43.9% | $87,100-53.3% | $72,985-44.3% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.4pp | 69.5%-6.0pp |
| Annual return | 20.15% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $785 | $1,894-58.5% | $2,521-68.9% | $2,440-67.8% |
| Participant deferral / active EE | $2,161 | $3,270-33.9% | $4,049-46.6% | $3,607-40.1% |
| Admin fee / account holder | $1,437 | $5,055-71.6% | $7,497-80.8% | $5,124-72.0% |