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 | $18,844 | $66,402-71.6% | $109,895-82.9% | $85,850-78.1% |
| Participation rate | 38.2% | 63.9%-25.6pp | 74.2%-36.0pp | 69.3%-31.1pp |
| Annual return | 15.39% | 19.59%-4.2pp | 29.45%-14.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $977 | $1,687-42.1% | $2,842-65.6% | $2,565-61.9% |
| Participant deferral / active EE | $1,602 | $2,842-43.6% | $4,048-60.4% | $3,952-59.5% |
| Admin fee / account holder | $1,983 | $4,557-56.5% | $6,066-67.3% | $6,260-68.3% |