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 | $25,926 | $85,766-69.8% | $136,294-81.0% | $70,131-63.0% |
| Participation rate | 43.9% | 74.2%-30.2pp | 81.9%-38.0pp | 69.5%-25.6pp |
| Annual return | 16.77% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $767 | $2,966-74.2% | $4,695-83.7% | $2,342-67.3% |
| Participant deferral / active EE | $2,163 | $5,051-57.2% | $6,247-65.4% | $3,332-35.1% |
| Admin fee / account holder | $8,363 | $5,420+54.3% | $9,243-9.5% | $4,645+80.0% |