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 | $44,638 | $65,395-31.7% | $182,532-75.5% | $72,985-38.8% |
| Participation rate | 29.9% | 65.4%-35.6pp | 78.0%-48.1pp | 69.5%-39.6pp |
| Annual return | 18.45% | 27.68%-9.2pp | 148.54%-130.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $539 | $1,911-71.8% | $4,076-86.8% | $2,440-77.9% |
| Participant deferral / active EE | $1,342 | $3,563-62.3% | $5,524-75.7% | $3,607-62.8% |
| Admin fee / account holder | $4,508 | $4,245+6.2% | $8,592-47.5% | $5,124-12.0% |