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 | $23,593 | $65,395-63.9% | $182,532-87.1% | $72,985-67.7% |
| Participation rate | 58.8% | 65.4%-6.6pp | 78.0%-19.2pp | 69.5%-10.7pp |
| Annual return | 21.26% | 27.68%-6.4pp | 148.54%-127.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $925 | $1,911-51.6% | $4,076-77.3% | $2,440-62.1% |
| Participant deferral / active EE | $1,526 | $3,563-57.2% | $5,524-72.4% | $3,607-57.7% |
| Admin fee / account holder | $1,433 | $4,245-66.3% | $8,592-83.3% | $5,124-72.0% |