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 | $30,359 | $63,764-52.4% | $81,930-62.9% | $79,858-62.0% |
| Participation rate | 42.2% | 67.5%-25.3pp | 72.0%-29.8pp | 69.6%-27.4pp |
| Annual return | 14.88% | 22.66%-7.8pp | 29.49%-14.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $491 | $1,795-72.7% | $4,310-88.6% | $2,471-80.1% |
| Participant deferral / active EE | $2,075 | $2,780-25.4% | $7,107-70.8% | $3,740-44.5% |
| Admin fee / account holder | $3,507 | $4,426-20.8% | $5,158-32.0% | $5,306-33.9% |