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 | $41,774 | $93,346-55.2% | $71,796-41.8% | $273,961-84.8% |
| Participation rate | 53.3% | 76.5%-23.2pp | 69.1%-15.8pp | 83.0%-29.7pp |
| Annual return | 7.61% | 130.39%-122.8pp | 78.04%-70.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $819 | $2,733-70.0% | $1,924-57.4% | $4,869-83.2% |
| Participant deferral / active EE | $2,849 | $3,475-18.0% | $2,794+2.0% | $5,287-46.1% |
| Admin fee / account holder | $1,095 | $6,571-83.3% | $4,815-77.3% | $10,132-89.2% |