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 | $29,794 | $49,915-40.3% | $154,803-80.8% | $74,304-59.9% |
| Participation rate | 44.1% | 54.0%-9.8pp | 78.1%-33.9pp | 60.3%-16.2pp |
| Annual return | 14.34% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $568 | $1,611-64.7% | $4,305-86.8% | $2,241-74.7% |
| Participant deferral / active EE | $1,136 | $2,255-49.6% | $5,540-79.5% | $3,767-69.8% |
| Admin fee / account holder | $1,230 | $2,189-43.8% | $14,329-91.4% | $2,969-58.6% |