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 | $48,880 | $69,977-30.1% | $108,579-55.0% | $62,891-22.3% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 7.02% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $483 | $2,135-77.4% | $3,758-87.1% | $2,281-78.8% |
| Participant deferral / active EE | $1,933 | $3,165-38.9% | $4,311-55.2% | $3,203-39.7% |
| Admin fee / account holder | $3,098 | $5,076-39.0% | $7,645-59.5% | $4,296-27.9% |