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 | $19,452 | $51,045-61.9% | $70,515-72.4% | $71,457-72.8% |
| Participation rate | 22.6% | 59.4%-36.8pp | 68.3%-45.8pp | 67.9%-45.3pp |
| Annual return | 17.46% | 42.63%-25.2pp | 32.77%-15.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $557 | $1,790-68.9% | $2,973-81.3% | $2,588-78.5% |
| Participant deferral / active EE | $1,056 | $3,026-65.1% | $4,567-76.9% | $4,289-75.4% |
| Admin fee / account holder | $643 | $1,994-67.7% | $6,412-90.0% | $1,587-59.5% |