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 | $33,579 | $76,670-56.2% | $96,683-65.3% | $71,457-53.0% |
| Participation rate | 47.4% | 66.6%-19.2pp | 74.3%-27.0pp | 67.9%-20.6pp |
| Annual return | 17.79% | 48.29%-30.5pp | 35.69%-17.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $918 | $3,031-69.7% | $3,737-75.4% | $2,588-64.5% |
| Participant deferral / active EE | $1,675 | $3,771-55.6% | $4,878-65.7% | $4,289-60.9% |
| Admin fee / account holder | $1,354 | $2,028-33.3% | $6,730-79.9% | $1,587-14.7% |