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 | $15,278 | $77,634-80.3% | $156,549-90.2% | $62,891-75.7% |
| Participation rate | 35.3% | 71.2%-35.9pp | 84.0%-48.7pp | 69.3%-34.0pp |
| Annual return | 6.56% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $577 | $3,444-83.2% | $5,501-89.5% | $2,281-74.7% |
| Participant deferral / active EE | $1,022 | $3,045-66.4% | $4,871-79.0% | $3,203-68.1% |
| Admin fee / account holder | $1,459 | $5,561-73.8% | $13,027-88.8% | $4,296-66.0% |