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 | $16,716 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 58.0% | 66.8%-8.9pp | 78.1%-20.1pp | 68.3%-10.4pp |
| Annual return | 16.27% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,128 | $2,761-59.2% | $4,305-73.8% | $2,631-57.1% |
| Participant deferral / active EE | $1,641 | $3,303-50.3% | $5,540-70.4% | $4,212-61.0% |
| Admin fee / account holder | $1,651 | $6,746-75.5% | $14,329-88.5% | $7,344-77.5% |