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 | $41,247 | $58,851-29.9% | $115,157-64.2% | $72,985-43.5% |
| Participation rate | 52.9% | 65.5%-12.7pp | 75.9%-23.0pp | 69.5%-16.6pp |
| Annual return | 21.31% | 23.16%-1.9pp | 35.60%-14.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $629 | $1,798-65.0% | $3,179-80.2% | $2,440-74.2% |
| Participant deferral / active EE | $1,954 | $2,643-26.0% | $4,168-53.1% | $3,607-45.8% |
| Admin fee / account holder | $2,193 | $6,370-65.6% | $7,088-69.1% | $5,124-57.2% |