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 | $42,886-48.4% | $88,946-75.1% | $85,563-74.1% |
| Participation rate | 16.1% | 37.9%-21.8pp | 68.8%-52.7pp | 66.0%-49.8pp |
| Annual return | 16.43% | 44.56%-28.1pp | 57.82%-41.4pp | 31.51%-15.1pp |
| Employer contribution / active EE | $343 | $1,147-70.1% | $2,555-86.6% | $2,654-87.1% |
| Participant deferral / active EE | $733 | $2,108-65.2% | $4,581-84.0% | $4,375-83.2% |
| Admin fee / account holder | $1,446 | $2,263-36.1% | $8,261-82.5% | $834+73.3% |