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 | $18,701 | $84,233-77.8% | $170,442-89.0% | $70,131-73.3% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 13.57% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,561 | $3,387-53.9% | $5,433-71.3% | $2,342-33.3% |
| Participant deferral / active EE | $2,797 | $3,086-9.4% | $4,939-43.4% | $3,332-16.1% |
| Admin fee / account holder | $459 | $5,698-91.9% | $13,880-96.7% | $4,645-90.1% |