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 | $24,264 | $95,416-74.6% | $185,823-86.9% | $85,850-71.7% |
| Participation rate | 53.5% | 68.8%-15.3pp | 81.7%-28.2pp | 69.3%-15.8pp |
| Annual return | 17.87% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $575 | $3,314-82.7% | $5,167-88.9% | $2,565-77.6% |
| Participant deferral / active EE | $2,232 | $3,423-34.8% | $5,568-59.9% | $3,952-43.5% |
| Admin fee / account holder | $2,429 | $7,213-66.3% | $16,237-85.0% | $6,260-61.2% |