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 | $24,937 | $48,046-48.1% | $84,611-70.5% | $72,985-65.8% |
| Participation rate | 23.1% | 57.6%-34.5pp | 68.2%-45.2pp | 69.5%-46.4pp |
| Annual return | 22.79% | 37.38%-14.6pp | 258.74%-236.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $556 | $1,602-65.3% | $2,652-79.0% | $2,440-77.2% |
| Participant deferral / active EE | $1,421 | $2,680-47.0% | $3,899-63.6% | $3,607-60.6% |
| Admin fee / account holder | $719 | $3,395-78.8% | $4,912-85.4% | $5,124-86.0% |