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 | $35,253 | $53,777-34.4% | $134,143-73.7% | $79,858-55.9% |
| Participation rate | 34.4% | 58.8%-24.4pp | 72.2%-37.8pp | 69.6%-35.3pp |
| Annual return | 16.64% | 19.01%-2.4pp | 36.33%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $752 | $1,321-43.1% | $3,704-79.7% | $2,471-69.6% |
| Participant deferral / active EE | $3,130 | $2,420+29.4% | $3,499-10.5% | $3,740-16.3% |
| Admin fee / account holder | $3,295 | $3,984-17.3% | $6,684-50.7% | $5,306-37.9% |