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 | $33,391 | $87,733-61.9% | $106,548-68.7% | $85,850-61.1% |
| Participation rate | 55.6% | 71.9%-16.4pp | 76.1%-20.6pp | 69.3%-13.8pp |
| Annual return | 13.98% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $914 | $2,073-55.9% | $2,819-67.6% | $2,565-64.4% |
| Participant deferral / active EE | $1,585 | $3,469-54.3% | $4,398-64.0% | $3,952-59.9% |
| Admin fee / account holder | $2,204 | $6,767-67.4% | $7,407-70.2% | $6,260-64.8% |