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 | $24,709 | $58,879-58.0% | $178,490-86.2% | $73,488-66.4% |
| Participation rate | 56.8% | 66.2%-9.4pp | 81.9%-25.1pp | 70.7%-13.9pp |
| Annual return | 16.22% | 24.86%-8.6pp | 151.07%-134.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,617 | $2,236-27.7% | $5,011-67.7% | $2,270-28.7% |
| Participant deferral / active EE | $2,272 | $2,567-11.5% | $5,202-56.3% | $3,740-39.2% |
| Admin fee / account holder | $1,767 | $400+341.4% | $13,984-87.4% | $513+244.4% |