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 | $34,724 | $81,233-57.3% | $155,567-77.7% | $80,874-57.1% |
| Participation rate | 50.8% | 66.2%-15.4pp | 78.2%-27.3pp | 67.6%-16.8pp |
| Annual return | 16.00% | 33.33%-17.3pp | 64.74%-48.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $581 | $3,101-81.3% | $4,674-87.6% | $2,756-78.9% |
| Participant deferral / active EE | $3,447 | $3,452-0.2% | $5,628-38.8% | $4,297-19.8% |
| Admin fee / account holder | $903 | $7,998-88.7% | $15,916-94.3% | $6,935-87.0% |