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 | $24,985 | $61,272-59.2% | $149,673-83.3% | $71,457-65.0% |
| Participation rate | 37.1% | 62.5%-25.4pp | 78.8%-41.6pp | 67.9%-30.8pp |
| Annual return | 14.45% | 35.85%-21.4pp | 134.42%-120.0pp | 28.85%-14.4pp |
| Employer contribution / active EE | $515 | $2,378-78.3% | $4,818-89.3% | $2,588-80.1% |
| Participant deferral / active EE | $1,069 | $2,917-63.4% | $5,680-81.2% | $4,289-75.1% |
| Admin fee / account holder | $1,400 | $1,261+11.0% | $13,210-89.4% | $1,587-11.8% |