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 | $21,335 | $85,202-75.0% | $172,739-87.6% | $72,985-70.8% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 20.65% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $599 | $3,324-82.0% | $5,143-88.4% | $2,440-75.4% |
| Participant deferral / active EE | $1,431 | $3,260-56.1% | $5,198-72.5% | $3,607-60.3% |
| Admin fee / account holder | $1,580 | $5,884-73.1% | $13,954-88.7% | $5,124-69.2% |