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 | $24,145 | $49,915-51.6% | $154,803-84.4% | $74,304-67.5% |
| Participation rate | 39.7% | 54.0%-14.2pp | 78.1%-38.3pp | 60.3%-20.6pp |
| Annual return | 13.50% | 34.06%-20.6pp | 58.88%-45.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $763 | $1,611-52.6% | $4,305-82.3% | $2,241-65.9% |
| Participant deferral / active EE | $1,228 | $2,255-45.5% | $5,540-77.8% | $3,767-67.4% |
| Admin fee / account holder | $2,281 | $2,189+4.2% | $14,329-84.1% | $2,969-23.2% |