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 | $60,216 | $72,277-16.7% | $101,248-40.5% | $79,858-24.6% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 21.24% | 22.30%-1.1pp | 46.47%-25.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $970 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $1,638 | $3,282-50.1% | $4,370-62.5% | $3,740-56.2% |
| Admin fee / account holder | $616 | $4,400-86.0% | $5,945-89.6% | $5,306-88.4% |