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 | $19,704 | $77,634-74.6% | $156,549-87.4% | $62,891-68.7% |
| Participation rate | 67.6% | 71.2%-3.6pp | 84.0%-16.4pp | 69.3%-1.7pp |
| Annual return | 17.99% | 50.32%-32.3pp | 32.23%-14.2pp | 20.14%-2.2pp |
| Employer contribution / active EE | $1,238 | $3,444-64.0% | $5,501-77.5% | $2,281-45.7% |
| Participant deferral / active EE | $2,463 | $3,045-19.1% | $4,871-49.4% | $3,203-23.1% |
| Admin fee / account holder | $1,267 | $5,561-77.2% | $13,027-90.3% | $4,296-70.5% |