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 | $44,507 | $49,915-10.8% | $154,803-71.2% | $74,304-40.1% |
| Participation rate | 38.1% | 54.0%-15.9pp | 78.1%-40.0pp | 60.3%-22.3pp |
| Annual return | 17.52% | 34.06%-16.5pp | 58.88%-41.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $645 | $1,611-60.0% | $4,305-85.0% | $2,241-71.2% |
| Participant deferral / active EE | $1,769 | $2,255-21.5% | $5,540-68.1% | $3,767-53.0% |
| Admin fee / account holder | $2,812 | $2,189+28.5% | $14,329-80.4% | $2,969-5.3% |