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 | $47,267 | $91,190-48.2% | $178,490-73.5% | $79,858-40.8% |
| Participation rate | 49.1% | 69.2%-20.1pp | 81.9%-32.9pp | 69.6%-20.6pp |
| Annual return | 13.14% | 24.19%-11.1pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $643 | $3,256-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $990 | $3,236-69.4% | $5,202-81.0% | $3,740-73.5% |
| Admin fee / account holder | $1,686 | $6,751-75.0% | $13,984-87.9% | $5,306-68.2% |