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 | $22,396 | $45,343-50.6% | $150,298-85.1% | $67,986-67.1% |
| Participation rate | 63.0% | 51.9%+11.1pp | 77.8%-14.8pp | 57.2%+5.8pp |
| Annual return | 28.43% | 33.28%-4.8pp | 62.79%-34.4pp | 31.67%-3.2pp |
| Employer contribution / active EE | $578 | $1,462-60.5% | $4,154-86.1% | $2,019-71.4% |
| Participant deferral / active EE | $2,196 | $2,055+6.9% | $5,453-59.7% | $3,358-34.6% |
| Admin fee / account holder | $1,146 | $2,250-49.1% | $14,116-91.9% | $3,203-64.2% |