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 | $25,772 | $63,114-59.2% | $92,893-72.3% | $65,185-60.5% |
| Participation rate | 39.6% | 68.8%-29.2pp | 76.0%-36.4pp | 70.2%-30.6pp |
| Annual return | 21.63% | 28.75%-7.1pp | 109.41%-87.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,148 | $2,571-55.4% | $3,653-68.6% | $2,177-47.3% |
| Participant deferral / active EE | $2,755 | $3,108-11.4% | $4,236-35.0% | $3,514-21.6% |
| Admin fee / account holder | $2,190 | $624+251.2% | $5,794-62.2% | $847+158.5% |