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 | $27,298 | $50,898-46.4% | $171,082-84.0% | $55,167-50.5% |
| Participation rate | 55.4% | 63.3%-7.9pp | 76.7%-21.3pp | 69.0%-13.6pp |
| Annual return | 29.05% | 15.34%+13.7pp | 32.56%-3.5pp | 169.23%-140.2pp |
| Employer contribution / active EE | $496 | $1,433-65.4% | $4,002-87.6% | $1,963-74.7% |
| Participant deferral / active EE | $2,595 | $2,994-13.3% | $4,797-45.9% | $3,054-15.0% |
| Admin fee / account holder | $4,497 | $500+800.3% | $8,520-47.2% | $504+792.4% |