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 | $41,709 | $54,541-23.5% | $78,778-47.1% | $70,131-40.5% |
| Participation rate | 68.2% | 60.8%+7.4pp | 69.2%-1.0pp | 69.5%-1.4pp |
| Annual return | 18.50% | 21.07%-2.6pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $488 | $1,089-55.2% | $1,986-75.4% | $2,342-79.2% |
| Participant deferral / active EE | $1,258 | $2,210-43.1% | $2,958-57.5% | $3,332-62.2% |
| Admin fee / account holder | $946 | $3,709-74.5% | $5,134-81.6% | $4,645-79.6% |