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 | $19,193 | $65,365-70.6% | $92,893-79.3% | $72,985-73.7% |
| Participation rate | 39.8% | 68.3%-28.5pp | 76.0%-36.2pp | 69.5%-29.7pp |
| Annual return | 26.38% | 42.10%-15.7pp | 109.41%-83.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,146 | $2,594-55.8% | $3,653-68.6% | $2,440-53.0% |
| Participant deferral / active EE | $2,295 | $3,128-26.6% | $4,236-45.8% | $3,607-36.4% |
| Admin fee / account holder | $823 | $4,251-80.6% | $5,794-85.8% | $5,124-83.9% |