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 | $34,639 | $53,777-35.6% | $134,143-74.2% | $79,858-56.6% |
| Participation rate | 42.3% | 58.8%-16.5pp | 72.2%-29.9pp | 69.6%-27.3pp |
| Annual return | 18.52% | 19.01%-0.5pp | 36.33%-17.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $579 | $1,321-56.2% | $3,704-84.4% | $2,471-76.6% |
| Participant deferral / active EE | $1,804 | $2,420-25.5% | $3,499-48.4% | $3,740-51.8% |
| Admin fee / account holder | $2,290 | $3,984-42.5% | $6,684-65.7% | $5,306-56.8% |