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 | $48,653 | $80,717-39.7% | $154,803-68.6% | $84,808-42.6% |
| Participation rate | 38.8% | 66.8%-28.1pp | 78.1%-39.3pp | 68.3%-29.6pp |
| Annual return | 18.43% | 37.96%-19.5pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $451 | $2,761-83.7% | $4,305-89.5% | $2,631-82.8% |
| Participant deferral / active EE | $2,590 | $3,303-21.6% | $5,540-53.2% | $4,212-38.5% |
| Admin fee / account holder | $622 | $6,746-90.8% | $14,329-95.7% | $7,344-91.5% |