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 | $15,506 | $73,867-79.0% | $143,757-89.2% | $68,494-77.4% |
| Participation rate | 44.3% | 66.7%-22.4pp | 80.3%-36.0pp | 67.9%-23.6pp |
| Annual return | 35.74% | 1.01%+34.7pp | -0.04%+35.8pp | -7.84%+43.6pp |
| Employer contribution / active EE | $890 | $3,184-72.0% | $4,951-82.0% | $2,596-65.7% |
| Participant deferral / active EE | $2,143 | $3,384-36.7% | $5,637-62.0% | $4,027-46.8% |
| Admin fee / account holder | $599 | $5,755-89.6% | $14,673-95.9% | $5,403-88.9% |