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 | $27,772 | $85,766-67.6% | $136,294-79.6% | $70,131-60.4% |
| Participation rate | 44.8% | 74.2%-29.4pp | 81.9%-37.1pp | 69.5%-24.8pp |
| Annual return | 15.37% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,005 | $2,966-66.1% | $4,695-78.6% | $2,342-57.1% |
| Participant deferral / active EE | $2,192 | $5,051-56.6% | $6,247-64.9% | $3,332-34.2% |
| Admin fee / account holder | $1,616 | $5,420-70.2% | $9,243-82.5% | $4,645-65.2% |