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 | $22,102 | $91,190-75.8% | $178,490-87.6% | $79,858-72.3% |
| Participation rate | 48.4% | 69.2%-20.8pp | 81.9%-33.5pp | 69.6%-21.2pp |
| Annual return | 15.14% | 24.19%-9.1pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $437 | $3,256-86.6% | $5,011-91.3% | $2,471-82.3% |
| Participant deferral / active EE | $2,026 | $3,236-37.4% | $5,202-61.1% | $3,740-45.8% |
| Admin fee / account holder | $2,443 | $6,751-63.8% | $13,984-82.5% | $5,306-54.0% |