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 | $16,919 | $84,233-79.9% | $170,442-90.1% | $70,131-75.9% |
| Participation rate | 41.0% | 70.8%-29.8pp | 83.6%-42.6pp | 69.5%-28.5pp |
| Annual return | 13.89% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $402 | $3,387-88.1% | $5,433-92.6% | $2,342-82.8% |
| Participant deferral / active EE | $997 | $3,086-67.7% | $4,939-79.8% | $3,332-70.1% |
| Admin fee / account holder | $413 | $5,698-92.8% | $13,880-97.0% | $4,645-91.1% |