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 | $20,025 | $80,717-75.2% | $154,803-87.1% | $84,808-76.4% |
| Participation rate | 30.2% | 66.8%-36.6pp | 78.1%-47.8pp | 68.3%-38.1pp |
| Annual return | 15.33% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $422 | $2,761-84.7% | $4,305-90.2% | $2,631-83.9% |
| Participant deferral / active EE | $1,519 | $3,303-54.0% | $5,540-72.6% | $4,212-63.9% |
| Admin fee / account holder | $7,852 | $6,746+16.4% | $14,329-45.2% | $7,344+6.9% |