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 | $25,341 | $85,202-70.3% | $172,739-85.3% | $72,985-65.3% |
| Participation rate | 53.6% | 70.1%-16.5pp | 82.6%-29.1pp | 69.5%-15.9pp |
| Annual return | 20.91% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $615 | $3,324-81.5% | $5,143-88.0% | $2,440-74.8% |
| Participant deferral / active EE | $1,108 | $3,260-66.0% | $5,198-78.7% | $3,607-69.3% |
| Admin fee / account holder | $2,861 | $5,884-51.4% | $13,954-79.5% | $5,124-44.2% |