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 | $38,059 | $78,926-51.8% | $136,749-72.2% | $84,808-55.1% |
| Participation rate | 59.5% | 62.2%-2.7pp | 72.1%-12.7pp | 68.3%-8.9pp |
| Annual return | 24.91% | 18.17%+6.7pp | 24.33%+0.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $771 | $2,134-63.9% | $3,400-77.3% | $2,631-70.7% |
| Participant deferral / active EE | $2,105 | $3,168-33.6% | $4,692-55.1% | $4,212-50.0% |
| Admin fee / account holder | $5,180 | $6,369-18.7% | $11,386-54.5% | $7,344-29.5% |