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 | $19,104 | $77,899-75.5% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 36.6% | 65.6%-29.0pp | 78.8%-42.2pp | 67.2%-30.6pp |
| Annual return | 18.95% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $547 | $3,137-82.5% | $4,818-88.6% | $2,670-79.5% |
| Participant deferral / active EE | $1,260 | $3,411-63.1% | $5,680-77.8% | $4,125-69.5% |
| Admin fee / account holder | $556 | $5,956-90.7% | $13,210-95.8% | $5,651-90.2% |