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 | $29,918 | $91,190-67.2% | $178,490-83.2% | $79,858-62.5% |
| Participation rate | 35.5% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.1pp |
| Annual return | 17.64% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,027 | $3,256-68.5% | $5,011-79.5% | $2,471-58.4% |
| Participant deferral / active EE | $2,048 | $3,236-36.7% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $317 | $6,751-95.3% | $13,984-97.7% | $5,306-94.0% |