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 | $26,098 | $53,516-51.2% | $126,539-79.4% | $84,808-69.2% |
| Participation rate | 44.0% | 58.2%-14.2pp | 69.8%-25.8pp | 68.3%-24.3pp |
| Annual return | 18.59% | 58.34%-39.7pp | 425.95%-407.4pp | 40.90%-22.3pp |
| Employer contribution / active EE | $310 | $1,535-79.8% | $3,674-91.6% | $2,631-88.2% |
| Participant deferral / active EE | $1,219 | $2,671-54.4% | $4,083-70.2% | $4,212-71.1% |
| Admin fee / account holder | $1,476 | $4,497-67.2% | $6,065-75.7% | $7,344-79.9% |