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 | $47,226 | $65,246-27.6% | $98,716-52.2% | $67,986-30.5% |
| Participation rate | 26.1% | 51.4%-25.3pp | 69.3%-43.2pp | 57.2%-31.1pp |
| Annual return | 15.47% | 20.58%-5.1pp | 31.81%-16.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $538 | $1,042-48.4% | $2,279-76.4% | $2,019-73.4% |
| Participant deferral / active EE | $1,312 | $2,594-49.4% | $4,048-67.6% | $3,358-60.9% |
| Admin fee / account holder | $4,868 | $4,561+6.7% | $8,703-44.1% | $3,203+52.0% |