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 | $34,908 | $54,762-36.3% | $90,281-61.3% | $72,985-52.2% |
| Participation rate | 55.3% | 65.1%-9.8pp | 73.3%-18.0pp | 69.5%-14.2pp |
| Annual return | 23.03% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $260 | $2,092-87.6% | $2,854-90.9% | $2,440-89.3% |
| Participant deferral / active EE | $2,128 | $2,887-26.3% | $3,885-45.2% | $3,607-41.0% |
| Admin fee / account holder | $881 | $3,972-77.8% | $5,351-83.5% | $5,124-82.8% |