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 | $28,039 | $91,190-69.3% | $178,490-84.3% | $79,858-64.9% |
| Participation rate | 38.7% | 69.2%-30.5pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 18.81% | 24.19%-5.4pp | 151.07%-132.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $840 | $3,256-74.2% | $5,011-83.2% | $2,471-66.0% |
| Participant deferral / active EE | $2,071 | $3,236-36.0% | $5,202-60.2% | $3,740-44.6% |
| Admin fee / account holder | $551 | $6,751-91.8% | $13,984-96.1% | $5,306-89.6% |