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 | $33,961 | $91,552-62.9% | $133,956-74.6% | $79,858-57.5% |
| Participation rate | 52.2% | 73.3%-21.2pp | 79.8%-27.7pp | 69.6%-17.5pp |
| Annual return | 20.07% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $807 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $2,931 | $3,733-21.5% | $5,048-41.9% | $3,740-21.6% |
| Admin fee / account holder | $5,129 | $6,321-18.9% | $8,927-42.5% | $5,306-3.3% |