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 | $22,694 | $52,279-56.6% | $89,391-74.6% | $79,858-71.6% |
| Participation rate | 41.8% | 57.5%-15.8pp | 68.0%-26.2pp | 69.6%-27.9pp |
| Annual return | 16.54% | 22.16%-5.6pp | 245.62%-229.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $481 | $1,572-69.4% | $2,586-81.4% | $2,471-80.5% |
| Participant deferral / active EE | $1,267 | $2,740-53.8% | $3,890-67.4% | $3,740-66.1% |
| Admin fee / account holder | $1,069 | $3,356-68.1% | $4,881-78.1% | $5,306-79.8% |