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 | $14,645 | $53,127-72.4% | $86,590-83.1% | $70,131-79.1% |
| Participation rate | 38.0% | 65.3%-27.3pp | 73.5%-35.5pp | 69.5%-31.5pp |
| Annual return | 18.72% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $383 | $2,068-81.5% | $2,839-86.5% | $2,342-83.7% |
| Participant deferral / active EE | $1,044 | $2,696-61.3% | $3,609-71.1% | $3,332-68.7% |
| Admin fee / account holder | $1,259 | $3,585-64.9% | $4,906-74.3% | $4,645-72.9% |