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 | $17,019 | $77,634-78.1% | $156,549-89.1% | $62,891-72.9% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-36.9pp | 69.3%-22.2pp |
| Annual return | 5.53% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $420 | $3,444-87.8% | $5,501-92.4% | $2,281-81.6% |
| Participant deferral / active EE | $1,212 | $3,045-60.2% | $4,871-75.1% | $3,203-62.2% |
| Admin fee / account holder | $1,471 | $5,561-73.6% | $13,027-88.7% | $4,296-65.8% |