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 | $16,651 | $85,202-80.5% | $172,739-90.4% | $72,985-77.2% |
| Participation rate | 61.0% | 70.1%-9.1pp | 82.6%-21.7pp | 69.5%-8.5pp |
| Annual return | 21.21% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $518 | $3,324-84.4% | $5,143-89.9% | $2,440-78.8% |
| Participant deferral / active EE | $2,096 | $3,260-35.7% | $5,198-59.7% | $3,607-41.9% |
| Admin fee / account holder | $1,321 | $5,884-77.5% | $13,954-90.5% | $5,124-74.2% |