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 | $19,314 | $53,127-63.6% | $86,590-77.7% | $70,131-72.5% |
| Participation rate | 44.3% | 65.3%-21.0pp | 73.5%-29.2pp | 69.5%-25.2pp |
| Annual return | 16.52% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $989 | $2,068-52.2% | $2,839-65.2% | $2,342-57.8% |
| Participant deferral / active EE | $2,089 | $2,696-22.5% | $3,609-42.1% | $3,332-37.3% |
| Admin fee / account holder | $510 | $3,585-85.8% | $4,906-89.6% | $4,645-89.0% |