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 | $38,413 | $39,122-1.8% | $57,179-32.8% | $62,891-38.9% |
| Participation rate | 56.0% | 70.5%-14.5pp | 75.3%-19.3pp | 69.3%-13.3pp |
| Annual return | 5.72% | 9.23%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $542 | $1,874-71.1% | $2,682-79.8% | $2,281-76.3% |
| Participant deferral / active EE | $980 | $2,374-58.7% | $3,096-68.3% | $3,203-69.4% |
| Admin fee / account holder | $1,474 | $2,592-43.1% | $3,139-53.0% | $4,296-65.7% |