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 | $38,983 | $65,365-40.4% | $92,893-58.0% | $72,985-46.6% |
| Participation rate | 66.0% | 68.3%-2.3pp | 76.0%-10.0pp | 69.5%-3.5pp |
| Annual return | 19.00% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $930 | $2,594-64.1% | $3,653-74.5% | $2,440-61.9% |
| Participant deferral / active EE | $1,295 | $3,128-58.6% | $4,236-69.4% | $3,607-64.1% |
| Admin fee / account holder | $3,562 | $4,251-16.2% | $5,794-38.5% | $5,124-30.5% |