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 | $34,519 | $56,317-38.7% | $71,209-51.5% | $74,304-53.5% |
| Participation rate | 54.2% | 55.1%-0.9pp | 73.8%-19.5pp | 60.3%-6.1pp |
| Annual return | 19.70% | 42.83%-23.1pp | 282.51%-262.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $530 | $2,160-75.5% | $2,721-80.5% | $2,241-76.4% |
| Participant deferral / active EE | $2,001 | $2,788-28.2% | $4,175-52.1% | $3,767-46.9% |
| Admin fee / account holder | $1,409 | $2,290-38.5% | $5,349-73.7% | $2,969-52.5% |