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 | $51,184 | $78,422-34.7% | $95,952-46.7% | $79,858-35.9% |
| Participation rate | 54.5% | 73.5%-18.9pp | 77.1%-22.5pp | 69.6%-15.1pp |
| Annual return | 13.71% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $595 | $1,945-69.4% | $2,541-76.6% | $2,471-75.9% |
| Participant deferral / active EE | $2,382 | $3,440-30.8% | $4,167-42.8% | $3,740-36.3% |
| Admin fee / account holder | $5,436 | $5,622-3.3% | $6,795-20.0% | $5,306+2.4% |