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 | $38,516 | $48,076-19.9% | $78,689-51.1% | $62,891-38.8% |
| Participation rate | 47.0% | 65.2%-18.2pp | 73.6%-26.6pp | 69.3%-22.3pp |
| Annual return | 5.12% | 31.35%-26.2pp | 62.18%-57.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $904 | $2,015-55.1% | $2,851-68.3% | $2,281-60.4% |
| Participant deferral / active EE | $1,329 | $2,588-48.6% | $3,517-62.2% | $3,203-58.5% |
| Admin fee / account holder | $1,252 | $3,207-61.0% | $4,510-72.2% | $4,296-70.8% |