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 | $22,128 | $38,967-43.2% | $86,233-74.3% | $79,634-72.2% |
| Participation rate | 16.1% | 34.1%-17.9pp | 69.0%-52.9pp | 62.5%-46.3pp |
| Annual return | 16.43% | 49.90%-33.5pp | 61.39%-45.0pp | 36.46%-20.0pp |
| Employer contribution / active EE | $343 | $868-60.5% | $2,504-86.3% | $2,529-86.4% |
| Participant deferral / active EE | $733 | $1,663-55.9% | $4,559-83.9% | $3,835-80.9% |
| Admin fee / account holder | $1,446 | $2,660-45.7% | $8,342-82.7% | $1,002+44.3% |