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 | $29,397 | $59,101-50.3% | $77,163-61.9% | $75,163-60.9% |
| Participation rate | 43.3% | 63.9%-20.5pp | 69.6%-26.2pp | 67.2%-23.9pp |
| Annual return | 18.71% | 26.71%-8.0pp | 37.87%-19.2pp | 160.62%-141.9pp |
| Employer contribution / active EE | $551 | $1,995-72.4% | $2,535-78.2% | $2,670-79.3% |
| Participant deferral / active EE | $2,550 | $2,999-15.0% | $3,833-33.5% | $4,125-38.2% |
| Admin fee / account holder | $615 | $4,774-87.1% | $5,472-88.8% | $5,651-89.1% |