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 | $26,045 | $85,202-69.4% | $172,739-84.9% | $72,985-64.3% |
| Participation rate | 51.1% | 70.1%-19.0pp | 82.6%-31.6pp | 69.5%-18.4pp |
| Annual return | 20.34% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $631 | $3,324-81.0% | $5,143-87.7% | $2,440-74.1% |
| Participant deferral / active EE | $1,016 | $3,260-68.8% | $5,198-80.4% | $3,607-71.8% |
| Admin fee / account holder | $567 | $5,884-90.4% | $13,954-95.9% | $5,124-88.9% |