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 | $26,923 | $55,706-51.7% | $75,886-64.5% | $72,985-63.1% |
| Participation rate | 22.6% | 61.1%-38.5pp | 69.3%-46.6pp | 69.5%-46.8pp |
| Annual return | 17.86% | 27.59%-9.7pp | 30.76%-12.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $496 | $1,687-70.6% | $2,500-80.2% | $2,440-79.7% |
| Participant deferral / active EE | $1,128 | $2,634-57.2% | $3,603-68.7% | $3,607-68.7% |
| Admin fee / account holder | $1,284 | $3,978-67.7% | $5,418-76.3% | $5,124-74.9% |