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 | $12,773 | $50,972-74.9% | $88,538-85.6% | $72,985-82.5% |
| Participation rate | 51.6% | 63.4%-11.8pp | 68.7%-17.1pp | 69.5%-17.8pp |
| Annual return | 26.29% | 29.62%-3.3pp | 43.64%-17.3pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,018 | $1,475-31.0% | $2,098-51.5% | $2,440-58.3% |
| Participant deferral / active EE | $1,995 | $2,230-10.5% | $2,914-31.5% | $3,607-44.7% |
| Admin fee / account holder | $513 | $3,230-84.1% | $4,310-88.1% | $5,124-90.0% |