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 | $30,784 | $80,717-61.9% | $154,803-80.1% | $84,808-63.7% |
| Participation rate | 42.3% | 66.8%-24.5pp | 78.1%-35.8pp | 68.3%-26.0pp |
| Annual return | 13.47% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,111 | $2,761-59.8% | $4,305-74.2% | $2,631-57.8% |
| Participant deferral / active EE | $1,902 | $3,303-42.4% | $5,540-65.7% | $4,212-54.8% |
| Admin fee / account holder | $4,504 | $6,746-33.2% | $14,329-68.6% | $7,344-38.7% |