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 | $33,917 | $54,762-38.1% | $90,281-62.4% | $72,985-53.5% |
| Participation rate | 43.4% | 65.1%-21.7pp | 73.3%-29.8pp | 69.5%-26.1pp |
| Annual return | 21.66% | 30.63%-9.0pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $711 | $2,092-66.0% | $2,854-75.1% | $2,440-70.9% |
| Participant deferral / active EE | $1,313 | $2,887-54.5% | $3,885-66.2% | $3,607-63.6% |
| Admin fee / account holder | $1,326 | $3,972-66.6% | $5,351-75.2% | $5,124-74.1% |