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 | $24,515 | $91,190-73.1% | $178,490-86.3% | $79,858-69.3% |
| Participation rate | 30.2% | 69.2%-39.0pp | 81.9%-51.7pp | 69.6%-39.4pp |
| Annual return | 13.50% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $467 | $3,256-85.7% | $5,011-90.7% | $2,471-81.1% |
| Participant deferral / active EE | $1,003 | $3,236-69.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $2,165 | $6,751-67.9% | $13,984-84.5% | $5,306-59.2% |