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 | $17,432 | $47,848-63.6% | $81,478-78.6% | $70,131-75.1% |
| Participation rate | 39.5% | 58.3%-18.8pp | 68.0%-28.5pp | 69.5%-30.1pp |
| Annual return | 13.94% | 27.25%-13.3pp | 38.78%-24.8pp | 73.14%-59.2pp |
| Employer contribution / active EE | $244 | $1,527-84.0% | $2,568-90.5% | $2,342-89.6% |
| Participant deferral / active EE | $1,372 | $2,453-44.1% | $3,537-61.2% | $3,332-58.8% |
| Admin fee / account holder | $1,116 | $3,145-64.5% | $4,561-75.5% | $4,645-76.0% |