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 | $41,480 | $51,708-19.8% | $106,619-61.1% | $62,891-34.0% |
| Participation rate | 37.8% | 66.9%-29.0pp | 78.0%-40.2pp | 69.3%-31.5pp |
| Annual return | 10.95% | 4.69%+6.3pp | 9.42%+1.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $943 | $1,764-46.5% | $3,947-76.1% | $2,281-58.6% |
| Participant deferral / active EE | $2,248 | $2,315-2.9% | $3,930-42.8% | $3,203-29.8% |
| Admin fee / account holder | $715 | $3,349-78.6% | $6,418-88.9% | $4,296-83.4% |