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 | $15,150 | $84,233-82.0% | $170,442-91.1% | $70,131-78.4% |
| Participation rate | 41.1% | 70.8%-29.8pp | 83.6%-42.5pp | 69.5%-28.5pp |
| Annual return | 16.84% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $455 | $3,387-86.6% | $5,433-91.6% | $2,342-80.6% |
| Participant deferral / active EE | $1,173 | $3,086-62.0% | $4,939-76.2% | $3,332-64.8% |
| Admin fee / account holder | $1,790 | $5,698-68.6% | $13,880-87.1% | $4,645-61.5% |