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 | $17,065 | $45,035-62.1% | $62,995-72.9% | $70,131-75.7% |
| Participation rate | 31.3% | 69.5%-38.2pp | 74.8%-43.5pp | 69.5%-38.2pp |
| Annual return | 11.32% | 18.76%-7.4pp | 87.57%-76.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $569 | $2,051-72.2% | $2,759-79.4% | $2,342-75.7% |
| Participant deferral / active EE | $991 | $2,465-59.8% | $3,329-70.2% | $3,332-70.3% |
| Admin fee / account holder | $1,695 | $2,834-40.2% | $3,600-52.9% | $4,645-63.5% |