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 | $24,871 | $84,233-70.5% | $170,442-85.4% | $70,131-64.5% |
| Participation rate | 36.8% | 70.8%-34.0pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 14.25% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $876 | $3,387-74.1% | $5,433-83.9% | $2,342-62.6% |
| Participant deferral / active EE | $2,491 | $3,086-19.3% | $4,939-49.6% | $3,332-25.2% |
| Admin fee / account holder | $934 | $5,698-83.6% | $13,880-93.3% | $4,645-79.9% |