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 | $28,686 | $95,416-69.9% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 50.5% | 68.8%-18.2pp | 81.7%-31.2pp | 69.3%-18.8pp |
| Annual return | 13.78% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $803 | $3,314-75.8% | $5,167-84.5% | $2,565-68.7% |
| Participant deferral / active EE | $1,152 | $3,423-66.3% | $5,568-79.3% | $3,952-70.8% |
| Admin fee / account holder | $1,383 | $7,213-80.8% | $16,237-91.5% | $6,260-77.9% |