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 | $22,189 | $52,279-57.6% | $89,391-75.2% | $79,858-72.2% |
| Participation rate | 61.5% | 57.5%+4.0pp | 68.0%-6.4pp | 69.6%-8.1pp |
| Annual return | 17.13% | 22.16%-5.0pp | 245.62%-228.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $530 | $1,572-66.3% | $2,586-79.5% | $2,471-78.6% |
| Participant deferral / active EE | $2,316 | $2,740-15.5% | $3,890-40.5% | $3,740-38.1% |
| Admin fee / account holder | $2,492 | $3,356-25.8% | $4,881-49.0% | $5,306-53.0% |