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 | $33,436 | $83,477-59.9% | $125,175-73.3% | $72,985-54.2% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.5%-8.4pp |
| Annual return | 19.37% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $564 | $2,345-76.0% | $3,865-85.4% | $2,440-76.9% |
| Participant deferral / active EE | $3,031 | $3,585-15.5% | $4,937-38.6% | $3,607-16.0% |
| Admin fee / account holder | $764 | $5,517-86.1% | $9,702-92.1% | $5,124-85.1% |