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 | $35,756 | $77,634-53.9% | $156,549-77.2% | $62,891-43.1% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 9.22% | 50.32%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,098 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $2,071 | $3,045-32.0% | $4,871-57.5% | $3,203-35.3% |
| Admin fee / account holder | $2,979 | $5,561-46.4% | $13,027-77.1% | $4,296-30.6% |