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 | $42,678 | $57,065-25.2% | $75,670-43.6% | $70,131-39.1% |
| Participation rate | 58.6% | 68.1%-9.5pp | 72.3%-13.7pp | 69.5%-10.9pp |
| Annual return | 13.75% | 23.57%-9.8pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $631 | $1,817-65.3% | $2,352-73.2% | $2,342-73.1% |
| Participant deferral / active EE | $1,018 | $2,580-60.5% | $3,142-67.6% | $3,332-69.4% |
| Admin fee / account holder | $836 | $3,825-78.1% | $5,800-85.6% | $4,645-82.0% |