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 | $29,284 | $63,140-53.6% | $304,612-90.4% | $116,462-74.9% |
| Participation rate | 44.7% | 70.4%-25.7pp | 81.9%-37.2pp | 74.7%-30.0pp |
| Annual return | 13.14% | 15.04%-1.9pp | 329.91%-316.8pp | 15.65%-2.5pp |
| Employer contribution / active EE | $328 | $2,385-86.3% | $7,476-95.6% | $3,231-89.9% |
| Participant deferral / active EE | $1,303 | $2,741-52.5% | $5,388-75.8% | $3,836-66.0% |
| Admin fee / account holder | $2,889 | $7,583-61.9% | $12,962-77.7% | $12,754-77.4% |