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 | $23,630 | $73,787-68.0% | $98,716-76.1% | $82,448-71.3% |
| Participation rate | 49.4% | 61.4%-12.0pp | 69.3%-19.9pp | 68.1%-18.7pp |
| Annual return | 16.79% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $331 | $1,511-78.1% | $2,279-85.5% | $2,551-87.0% |
| Participant deferral / active EE | $2,390 | $3,081-22.4% | $4,048-40.9% | $4,139-42.3% |
| Admin fee / account holder | $629 | $6,500-90.3% | $8,703-92.8% | $7,234-91.3% |