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 | $24,102 | $48,076-49.9% | $78,689-69.4% | $62,891-61.7% |
| Participation rate | 40.5% | 65.2%-24.7pp | 73.6%-33.1pp | 69.3%-28.8pp |
| Annual return | 10.48% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $922 | $2,015-54.3% | $2,851-67.7% | $2,281-59.6% |
| Participant deferral / active EE | $1,377 | $2,588-46.8% | $3,517-60.9% | $3,203-57.0% |
| Admin fee / account holder | $681 | $3,207-78.8% | $4,510-84.9% | $4,296-84.2% |