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 | $16,171 | $85,202-81.0% | $172,739-90.6% | $72,985-77.8% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.6%-18.3pp | 69.5%-5.1pp |
| Annual return | 25.23% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,249 | $3,324-62.4% | $5,143-75.7% | $2,440-48.8% |
| Participant deferral / active EE | $1,427 | $3,260-56.2% | $5,198-72.5% | $3,607-60.4% |
| Admin fee / account holder | $323 | $5,884-94.5% | $13,954-97.7% | $5,124-93.7% |