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 | $8,286 | $54,705-84.9% | $71,209-88.4% | $84,808-90.2% |
| Participation rate | 47.3% | 64.1%-16.8pp | 73.8%-26.5pp | 68.3%-21.0pp |
| Annual return | 21.18% | 35.90%-14.7pp | 282.51%-261.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $667 | $2,158-69.1% | $2,721-75.5% | $2,631-74.7% |
| Participant deferral / active EE | $952 | $3,030-68.6% | $4,175-77.2% | $4,212-77.4% |
| Admin fee / account holder | $812 | $4,863-83.3% | $5,349-84.8% | $7,344-88.9% |