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 | $11,779 | $76,407-84.6% | $150,298-92.2% | $82,448-85.7% |
| Participation rate | 65.4% | 66.4%-1.0pp | 77.8%-12.4pp | 68.1%-2.7pp |
| Annual return | 14.35% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $400 | $2,614-84.7% | $4,154-90.4% | $2,551-84.3% |
| Participant deferral / active EE | $1,904 | $3,214-40.8% | $5,453-65.1% | $4,139-54.0% |
| Admin fee / account holder | $1,691 | $6,352-73.4% | $14,116-88.0% | $7,234-76.6% |