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 | $22,960 | $37,426-38.7% | $77,482-70.4% | $79,858-71.2% |
| Participation rate | 51.7% | 41.5%+10.2pp | 54.2%-2.5pp | 69.6%-17.9pp |
| Annual return | 18.86% | 39.70%-20.8pp | 54.79%-35.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $464 | $637-27.1% | $986-53.0% | $2,471-81.2% |
| Participant deferral / active EE | $2,695 | $1,260+113.9% | $1,861+44.8% | $3,740-27.9% |
| Admin fee / account holder | $1,447 | $2,504-42.2% | $2,858-49.4% | $5,306-72.7% |