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 | $64,154 | $68,719-6.6% | $91,541-29.9% | $84,808-24.4% |
| Participation rate | 42.1% | 64.5%-22.4pp | 69.8%-27.7pp | 68.3%-26.2pp |
| Annual return | 13.61% | 19.12%-5.5pp | 20.50%-6.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $739 | $1,920-61.5% | $2,505-70.5% | $2,631-71.9% |
| Participant deferral / active EE | $1,983 | $3,136-36.8% | $4,008-50.5% | $4,212-52.9% |
| Admin fee / account holder | $2,332 | $5,786-59.7% | $6,956-66.5% | $7,344-68.2% |