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 | $40,270 | $49,915-19.3% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 47.6% | 54.0%-6.3pp | 78.1%-30.4pp | 60.3%-12.7pp |
| Annual return | 19.53% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $582 | $1,611-63.9% | $4,305-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $2,377 | $2,255+5.4% | $5,540-57.1% | $3,767-36.9% |
| Admin fee / account holder | $709 | $2,189-67.6% | $14,329-95.1% | $2,969-76.1% |