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 | $25,573 | $85,202-70.0% | $172,739-85.2% | $72,985-65.0% |
| Participation rate | 30.6% | 70.1%-39.5pp | 82.6%-52.1pp | 69.5%-38.9pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $483 | $3,324-85.5% | $5,143-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $1,422 | $3,260-56.4% | $5,198-72.6% | $3,607-60.6% |
| Admin fee / account holder | $2,001 | $5,884-66.0% | $13,954-85.7% | $5,124-61.0% |