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 | $24,356 | $54,762-55.5% | $90,281-73.0% | $72,985-66.6% |
| Participation rate | 30.8% | 65.1%-34.4pp | 73.3%-42.5pp | 69.5%-38.7pp |
| Annual return | 17.86% | 30.63%-12.8pp | 78.10%-60.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $489 | $2,092-76.7% | $2,854-82.9% | $2,440-80.0% |
| Participant deferral / active EE | $1,839 | $2,887-36.3% | $3,885-52.7% | $3,607-49.0% |
| Admin fee / account holder | $1,116 | $3,972-71.9% | $5,351-79.1% | $5,124-78.2% |