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 | $25,213 | $63,703-60.4% | $93,063-72.9% | $82,448-69.4% |
| Participation rate | 52.0% | 63.8%-11.8pp | 72.1%-20.1pp | 68.1%-16.1pp |
| Annual return | 14.30% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $687 | $1,729-60.3% | $2,476-72.3% | $2,551-73.1% |
| Participant deferral / active EE | $2,102 | $2,919-28.0% | $3,958-46.9% | $4,139-49.2% |
| Admin fee / account holder | $2,205 | $5,982-63.1% | $6,033-63.4% | $7,234-69.5% |