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 | $25,265 | $48,076-47.4% | $78,689-67.9% | $62,891-59.8% |
| Participation rate | 48.9% | 65.2%-16.3pp | 73.6%-24.7pp | 69.3%-20.4pp |
| Annual return | 7.88% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $410 | $2,015-79.6% | $2,851-85.6% | $2,281-82.0% |
| Participant deferral / active EE | $1,437 | $2,588-44.5% | $3,517-59.1% | $3,203-55.1% |
| Admin fee / account holder | $2,570 | $3,207-19.9% | $4,510-43.0% | $4,296-40.2% |