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 | $20,512 | $84,233-75.6% | $170,442-88.0% | $70,131-70.8% |
| Participation rate | 53.5% | 70.8%-17.3pp | 83.6%-30.1pp | 69.5%-16.1pp |
| Annual return | 19.93% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,123 | $3,387-66.8% | $5,433-79.3% | $2,342-52.1% |
| Participant deferral / active EE | $1,903 | $3,086-38.3% | $4,939-61.5% | $3,332-42.9% |
| Admin fee / account holder | $1,089 | $5,698-80.9% | $13,880-92.2% | $4,645-76.5% |