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 | $23,645 | $54,705-56.8% | $71,209-66.8% | $84,808-72.1% |
| Participation rate | 27.0% | 64.1%-37.1pp | 73.8%-46.8pp | 68.3%-41.3pp |
| Annual return | 20.86% | 35.90%-15.0pp | 282.51%-261.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $390 | $2,158-81.9% | $2,721-85.7% | $2,631-85.2% |
| Participant deferral / active EE | $1,703 | $3,030-43.8% | $4,175-59.2% | $4,212-59.6% |
| Admin fee / account holder | $307 | $4,863-93.7% | $5,349-94.3% | $7,344-95.8% |