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 | $24,720 | $93,346-73.5% | $71,796-65.6% | $273,961-91.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 5.82% | 130.39%-124.6pp | 78.04%-72.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $435 | $2,733-84.1% | $1,924-77.4% | $4,869-91.1% |
| Participant deferral / active EE | $2,604 | $3,475-25.1% | $2,794-6.8% | $5,287-50.7% |
| Admin fee / account holder | $2,399 | $6,571-63.5% | $4,815-50.2% | $10,132-76.3% |