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 | $61,544 | $95,803-35.8% | $113,168-45.6% | $84,808-27.4% |
| Participation rate | 63.6% | 72.9%-9.2pp | 76.6%-12.9pp | 68.3%-4.7pp |
| Annual return | 14.10% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $950 | $2,360-59.8% | $2,975-68.1% | $2,631-63.9% |
| Participant deferral / active EE | $2,373 | $4,242-44.1% | $5,107-53.5% | $4,212-43.7% |
| Admin fee / account holder | $8,265 | $8,989-8.0% | $12,068-31.5% | $7,344+12.5% |