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 | $24,523 | $77,634-68.4% | $156,549-84.3% | $62,891-61.0% |
| Participation rate | 53.3% | 71.2%-17.9pp | 84.0%-30.7pp | 69.3%-16.0pp |
| Annual return | 14.21% | 50.32%-36.1pp | 32.23%-18.0pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,062 | $3,444-69.2% | $5,501-80.7% | $2,281-53.4% |
| Participant deferral / active EE | $1,246 | $3,045-59.1% | $4,871-74.4% | $3,203-61.1% |
| Admin fee / account holder | $1,374 | $5,561-75.3% | $13,027-89.5% | $4,296-68.0% |