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 | $24,524 | $55,453-55.8% | $170,442-85.6% | $62,292-60.6% |
| Participation rate | 30.4% | 66.4%-36.0pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 17.39% | 21.38%-4.0pp | 205.93%-188.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $458 | $2,164-78.9% | $5,433-91.6% | $2,042-77.6% |
| Participant deferral / active EE | $775 | $2,303-66.3% | $4,939-84.3% | $3,169-75.5% |
| Admin fee / account holder | $984 | $455+116.2% | $13,880-92.9% | $479+105.3% |