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 | $63,282 | $63,861-0.9% | $104,607-39.5% | $79,858-20.8% |
| Participation rate | 37.7% | 64.9%-27.2pp | 74.1%-36.3pp | 69.6%-31.9pp |
| Annual return | 11.10% | 21.30%-10.2pp | 340.46%-329.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $344 | $1,588-78.4% | $2,681-87.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,806 | $2,693-32.9% | $3,740-51.7% | $3,740-51.7% |
| Admin fee / account holder | $4,248 | $4,185+1.5% | $6,473-34.4% | $5,306-19.9% |