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 | $13,648 | $101,069-86.5% | $81,478-83.2% | $147,584-90.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 14.01% | 32.40%-18.4pp | 38.78%-24.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $225 | $3,205-93.0% | $2,568-91.2% | $4,876-95.4% |
| Participant deferral / active EE | $912 | $4,242-78.5% | $3,537-74.2% | $5,439-83.2% |
| Admin fee / account holder | $389 | $5,812-93.3% | $4,561-91.5% | $10,885-96.4% |