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 | $39,916 | $63,764-37.4% | $81,930-51.3% | $79,858-50.0% |
| Participation rate | 49.2% | 67.5%-18.3pp | 72.0%-22.8pp | 69.6%-20.5pp |
| Annual return | 17.49% | 22.66%-5.2pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $608 | $1,795-66.2% | $4,310-85.9% | $2,471-75.4% |
| Participant deferral / active EE | $1,977 | $2,780-28.9% | $7,107-72.2% | $3,740-47.1% |
| Admin fee / account holder | $3,603 | $4,426-18.6% | $5,158-30.1% | $5,306-32.1% |