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 | $17,424 | $84,233-79.3% | $170,442-89.8% | $70,131-75.2% |
| Participation rate | 51.1% | 70.8%-19.7pp | 83.6%-32.5pp | 69.5%-18.4pp |
| Annual return | 17.05% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $688 | $3,387-79.7% | $5,433-87.3% | $2,342-70.6% |
| Participant deferral / active EE | $1,227 | $3,086-60.2% | $4,939-75.2% | $3,332-63.2% |
| Admin fee / account holder | $904 | $5,698-84.1% | $13,880-93.5% | $4,645-80.5% |