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 | $23,203 | $54,705-57.6% | $71,209-67.4% | $84,808-72.6% |
| Participation rate | 67.2% | 64.1%+3.1pp | 73.8%-6.6pp | 68.3%-1.1pp |
| Annual return | 16.94% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $746 | $2,158-65.4% | $2,721-72.6% | $2,631-71.6% |
| Participant deferral / active EE | $866 | $3,030-71.4% | $4,175-79.3% | $4,212-79.4% |
| Admin fee / account holder | $807 | $4,863-83.4% | $5,349-84.9% | $7,344-89.0% |