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 | $42,638 | $72,012-40.8% | $185,823-77.1% | $79,858-46.6% |
| Participation rate | 44.4% | 65.8%-21.3pp | 78.0%-33.6pp | 69.6%-25.2pp |
| Annual return | 12.28% | 23.12%-10.8pp | 35.95%-23.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $593 | $1,965-69.8% | $4,087-85.5% | $2,471-76.0% |
| Participant deferral / active EE | $1,563 | $3,779-58.6% | $5,632-72.3% | $3,740-58.2% |
| Admin fee / account holder | $609 | $4,513-86.5% | $9,500-93.6% | $5,306-88.5% |