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 | $51,424 | $78,422-34.4% | $95,952-46.4% | $79,858-35.6% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.8pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $589 | $1,945-69.7% | $2,541-76.8% | $2,471-76.2% |
| Participant deferral / active EE | $2,111 | $3,440-38.6% | $4,167-49.3% | $3,740-43.6% |
| Admin fee / account holder | $2,248 | $5,622-60.0% | $6,795-66.9% | $5,306-57.6% |