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 | $40,227 | $99,341-59.5% | $84,750-52.5% | $273,961-85.3% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 2.47% | 22.93%-20.5pp | 22.78%-20.3pp | 41.45%-39.0pp |
| Employer contribution / active EE | $932 | $4,214-77.9% | $3,574-73.9% | $4,869-80.9% |
| Participant deferral / active EE | $3,940 | $4,269-7.7% | $3,712+6.2% | $5,287-25.5% |
| Admin fee / account holder | $312 | $6,644-95.3% | $5,332-94.1% | $10,132-96.9% |