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 | $14,205 | $81,248-82.5% | $155,509-90.9% | $80,856-82.4% |
| Participation rate | 63.2% | 66.2%-3.1pp | 78.2%-15.0pp | 67.6%-4.5pp |
| Annual return | 13.75% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $628 | $3,100-79.7% | $4,672-86.6% | $2,755-77.2% |
| Participant deferral / active EE | $1,041 | $3,452-69.8% | $5,626-81.5% | $4,296-75.8% |
| Admin fee / account holder | $827 | $7,997-89.7% | $15,912-94.8% | $6,918-88.0% |