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 | $22,495 | $101,069-77.7% | $81,478-72.4% | $147,584-84.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 16.66% | 32.40%-15.7pp | 38.78%-22.1pp | 578.55%-561.9pp |
| Employer contribution / active EE | $511 | $3,205-84.0% | $2,568-80.1% | $4,876-89.5% |
| Participant deferral / active EE | $1,373 | $4,242-67.6% | $3,537-61.2% | $5,439-74.7% |
| Admin fee / account holder | $1,684 | $5,812-71.0% | $4,561-63.1% | $10,885-84.5% |