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 | $11,978 | $57,541-79.2% | $95,745-87.5% | $75,163-84.1% |
| Participation rate | 38.5% | 62.5%-24.1pp | 72.3%-33.8pp | 67.2%-28.7pp |
| Annual return | 22.55% | 34.93%-12.4pp | 28.35%-5.8pp | 160.62%-138.1pp |
| Employer contribution / active EE | $419 | $1,808-76.8% | $2,835-85.2% | $2,670-84.3% |
| Participant deferral / active EE | $1,270 | $3,074-58.7% | $4,245-70.1% | $4,125-69.2% |
| Admin fee / account holder | $883 | $4,099-78.5% | $5,678-84.4% | $5,651-84.4% |