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 | $37,063 | $53,777-31.1% | $134,143-72.4% | $79,858-53.6% |
| Participation rate | 48.1% | 58.8%-10.7pp | 72.2%-24.1pp | 69.6%-21.5pp |
| Annual return | 16.26% | 19.01%-2.7pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $563 | $1,321-57.4% | $3,704-84.8% | $2,471-77.2% |
| Participant deferral / active EE | $975 | $2,420-59.7% | $3,499-72.1% | $3,740-73.9% |
| Admin fee / account holder | $1,120 | $3,984-71.9% | $6,684-83.2% | $5,306-78.9% |