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 | $33,321 | $51,175-34.9% | $70,515-52.7% | $75,163-55.7% |
| Participation rate | 28.8% | 60.9%-32.1pp | 68.3%-39.5pp | 67.2%-38.3pp |
| Annual return | 14.31% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $486 | $1,826-73.4% | $2,973-83.7% | $2,670-81.8% |
| Participant deferral / active EE | $1,570 | $2,849-44.9% | $4,567-65.6% | $4,125-62.0% |
| Admin fee / account holder | $4,213 | $4,091+3.0% | $6,412-34.3% | $5,651-25.4% |