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 | $25,309 | $84,233-70.0% | $170,442-85.2% | $70,131-63.9% |
| Participation rate | 52.1% | 70.8%-18.7pp | 83.6%-31.5pp | 69.5%-17.5pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $952 | $3,387-71.9% | $5,433-82.5% | $2,342-59.3% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.7% |
| Admin fee / account holder | $2,273 | $5,698-60.1% | $13,880-83.6% | $4,645-51.1% |