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 | $28,406 | $157,256-81.9% | $141,162-79.9% | $152,861-81.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 25.32% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $989 | $5,261-81.2% | $4,735-79.1% | $4,762-79.2% |
| Participant deferral / active EE | $2,404 | $7,109-66.2% | $6,709-64.2% | $5,850-58.9% |
| Admin fee / account holder | $2,615 | $12,120-78.4% | $10,261-74.5% | $11,596-77.4% |