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 | $22,768 | $80,717-71.8% | $154,803-85.3% | $84,808-73.2% |
| Participation rate | 59.3% | 66.8%-7.6pp | 78.1%-18.8pp | 68.3%-9.1pp |
| Annual return | 14.84% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $893 | $2,761-67.6% | $4,305-79.2% | $2,631-66.0% |
| Participant deferral / active EE | $4,077 | $3,303+23.4% | $5,540-26.4% | $4,212-3.2% |
| Admin fee / account holder | $798 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |