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 | $30,327 | $54,541-44.4% | $78,778-61.5% | $70,131-56.8% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 16.96% | 21.07%-4.1pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $673 | $1,089-38.1% | $1,986-66.1% | $2,342-71.3% |
| Participant deferral / active EE | $1,419 | $2,210-35.8% | $2,958-52.0% | $3,332-57.4% |
| Admin fee / account holder | $539 | $3,709-85.5% | $5,134-89.5% | $4,645-88.4% |