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 | $23,367 | $45,343-48.5% | $150,298-84.5% | $67,986-65.6% |
| Participation rate | 24.0% | 51.9%-27.9pp | 77.8%-53.8pp | 57.2%-33.2pp |
| Annual return | 14.86% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $330 | $1,462-77.4% | $4,154-92.0% | $2,019-83.6% |
| Participant deferral / active EE | $579 | $2,055-71.8% | $5,453-89.4% | $3,358-82.7% |
| Admin fee / account holder | $528 | $2,250-76.5% | $14,116-96.3% | $3,203-83.5% |