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 | $33,847 | $61,272-44.8% | $149,673-77.4% | $71,457-52.6% |
| Participation rate | 34.1% | 62.5%-28.4pp | 78.8%-44.7pp | 67.9%-33.8pp |
| Annual return | 17.43% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $360 | $2,378-84.9% | $4,818-92.5% | $2,588-86.1% |
| Participant deferral / active EE | $1,029 | $2,917-64.7% | $5,680-81.9% | $4,289-76.0% |
| Admin fee / account holder | $2,158 | $1,261+71.1% | $13,210-83.7% | $1,587+36.0% |