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 | $60,518 | $81,233-25.5% | $155,567-61.1% | $80,874-25.2% |
| Participation rate | 48.8% | 66.2%-17.5pp | 78.2%-29.4pp | 67.6%-18.9pp |
| Annual return | 11.07% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.5pp |
| Employer contribution / active EE | $918 | $3,101-70.4% | $4,674-80.4% | $2,756-66.7% |
| Participant deferral / active EE | $1,693 | $3,452-51.0% | $5,628-69.9% | $4,297-60.6% |
| Admin fee / account holder | $4,918 | $7,998-38.5% | $15,916-69.1% | $6,935-29.1% |