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 | $15,214 | $53,127-71.4% | $86,590-82.4% | $70,131-78.3% |
| Participation rate | 43.8% | 65.3%-21.5pp | 73.5%-29.7pp | 69.5%-25.7pp |
| Annual return | 12.79% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $550 | $2,068-73.4% | $2,839-80.6% | $2,342-76.5% |
| Participant deferral / active EE | $1,325 | $2,696-50.8% | $3,609-63.3% | $3,332-60.2% |
| Admin fee / account holder | $3,108 | $3,585-13.3% | $4,906-36.7% | $4,645-33.1% |