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 | $19,270 | $49,915-61.4% | $154,803-87.6% | $74,304-74.1% |
| Participation rate | 37.0% | 54.0%-16.9pp | 78.1%-41.1pp | 60.3%-23.3pp |
| Annual return | 16.58% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $533 | $1,611-66.9% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $1,279 | $2,255-43.3% | $5,540-76.9% | $3,767-66.1% |
| Admin fee / account holder | $1,922 | $2,189-12.2% | $14,329-86.6% | $2,969-35.3% |