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 | $35,881 | $77,634-53.8% | $156,549-77.1% | $62,891-42.9% |
| Participation rate | 65.6% | 71.2%-5.6pp | 84.0%-18.4pp | 69.3%-3.7pp |
| Annual return | 6.53% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,013 | $3,444-70.6% | $5,501-81.6% | $2,281-55.6% |
| Participant deferral / active EE | $2,435 | $3,045-20.0% | $4,871-50.0% | $3,203-24.0% |
| Admin fee / account holder | $2,865 | $5,561-48.5% | $13,027-78.0% | $4,296-33.3% |