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 | $18,634 | $47,848-61.1% | $81,478-77.1% | $70,131-73.4% |
| Participation rate | 36.2% | 58.3%-22.0pp | 68.0%-31.7pp | 69.5%-33.3pp |
| Annual return | 16.05% | 27.25%-11.2pp | 38.78%-22.7pp | 73.14%-57.1pp |
| Employer contribution / active EE | $668 | $1,527-56.2% | $2,568-74.0% | $2,342-71.5% |
| Participant deferral / active EE | $1,250 | $2,453-49.1% | $3,537-64.7% | $3,332-62.5% |
| Admin fee / account holder | $782 | $3,145-75.1% | $4,561-82.9% | $4,645-83.2% |