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 | $22,788 | $77,899-70.7% | $149,673-84.8% | $75,163-69.7% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-30.9pp | 67.2%-19.4pp |
| Annual return | 15.12% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $787 | $3,137-74.9% | $4,818-83.7% | $2,670-70.5% |
| Participant deferral / active EE | $1,136 | $3,411-66.7% | $5,680-80.0% | $4,125-72.5% |
| Admin fee / account holder | $2,911 | $5,956-51.1% | $13,210-78.0% | $5,651-48.5% |