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 | $27,954 | $85,202-67.2% | $172,739-83.8% | $72,985-61.7% |
| Participation rate | 60.7% | 70.1%-9.3pp | 82.6%-21.9pp | 69.5%-8.8pp |
| Annual return | 17.24% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,187 | $3,324-64.3% | $5,143-76.9% | $2,440-51.3% |
| Participant deferral / active EE | $1,831 | $3,260-43.9% | $5,198-64.8% | $3,607-49.3% |
| Admin fee / account holder | $3,971 | $5,884-32.5% | $13,954-71.5% | $5,124-22.5% |