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 | $26,168 | $49,915-47.6% | $154,803-83.1% | $74,304-64.8% |
| Participation rate | 19.7% | 54.0%-34.2pp | 78.1%-58.3pp | 60.3%-40.6pp |
| Annual return | 20.50% | 34.06%-13.6pp | 58.88%-38.4pp | 29.43%-8.9pp |
| Employer contribution / active EE | $631 | $1,611-60.8% | $4,305-85.3% | $2,241-71.8% |
| Participant deferral / active EE | $1,114 | $2,255-50.6% | $5,540-79.9% | $3,767-70.4% |
| Admin fee / account holder | $1,920 | $2,189-12.3% | $14,329-86.6% | $2,969-35.3% |