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 | $48,824 | $59,101-17.4% | $77,163-36.7% | $75,163-35.0% |
| Participation rate | 29.0% | 63.9%-34.8pp | 69.6%-40.5pp | 67.2%-38.2pp |
| Annual return | 19.84% | 26.71%-6.9pp | 37.87%-18.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $699 | $1,995-65.0% | $2,535-72.4% | $2,670-73.8% |
| Participant deferral / active EE | $2,298 | $2,999-23.4% | $3,833-40.1% | $4,125-44.3% |
| Admin fee / account holder | $401 | $4,774-91.6% | $5,472-92.7% | $5,651-92.9% |