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 | $28,329 | $53,777-47.3% | $134,143-78.9% | $79,858-64.5% |
| Participation rate | 19.6% | 58.8%-39.1pp | 72.2%-52.5pp | 69.6%-50.0pp |
| Annual return | 17.31% | 19.01%-1.7pp | 36.33%-19.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $553 | $1,321-58.2% | $3,704-85.1% | $2,471-77.6% |
| Participant deferral / active EE | $904 | $2,420-62.7% | $3,499-74.2% | $3,740-75.8% |
| Admin fee / account holder | $4,650 | $3,984+16.7% | $6,684-30.4% | $5,306-12.4% |