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 | $25,720 | $34,308-25.0% | $74,701-65.6% | $72,985-64.8% |
| Participation rate | 35.7% | 42.4%-6.7pp | 54.5%-18.7pp | 69.5%-33.8pp |
| Annual return | 18.37% | 26.58%-8.2pp | 752.92%-734.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $488 | $692-29.4% | $1,084-54.9% | $2,440-80.0% |
| Participant deferral / active EE | $576 | $1,271-54.7% | $1,964-70.7% | $3,607-84.0% |
| Admin fee / account holder | $2,165 | $2,124+1.9% | $3,333-35.0% | $5,124-57.8% |