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 | $36,570 | $65,365-44.1% | $92,893-60.6% | $72,985-49.9% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.0%-32.3pp | 69.5%-25.7pp |
| Annual return | 21.23% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $847 | $2,594-67.3% | $3,653-76.8% | $2,440-65.3% |
| Participant deferral / active EE | $1,343 | $3,128-57.1% | $4,236-68.3% | $3,607-62.8% |
| Admin fee / account holder | $2,059 | $4,251-51.6% | $5,794-64.5% | $5,124-59.8% |