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 | $30,161 | $48,076-37.3% | $78,689-61.7% | $62,891-52.0% |
| Participation rate | 37.8% | 65.2%-27.4pp | 73.6%-35.7pp | 69.3%-31.5pp |
| Annual return | 4.57% | 31.35%-26.8pp | 62.18%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $649 | $2,015-67.8% | $2,851-77.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,012 | $2,588-60.9% | $3,517-71.2% | $3,203-68.4% |
| Admin fee / account holder | $760 | $3,207-76.3% | $4,510-83.1% | $4,296-82.3% |