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 | $21,106 | $91,190-76.9% | $178,490-88.2% | $79,858-73.6% |
| Participation rate | 58.8% | 69.2%-10.4pp | 81.9%-23.1pp | 69.6%-10.8pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $753 | $3,256-76.9% | $5,011-85.0% | $2,471-69.5% |
| Participant deferral / active EE | $1,072 | $3,236-66.9% | $5,202-79.4% | $3,740-71.3% |
| Admin fee / account holder | $2,307 | $6,751-65.8% | $13,984-83.5% | $5,306-56.5% |