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 | $19,553 | $48,750-59.9% | $88,946-78.0% | $74,304-73.7% |
| Participation rate | 26.8% | 44.5%-17.7pp | 68.8%-42.1pp | 60.3%-33.6pp |
| Annual return | 17.63% | 25.91%-8.3pp | 57.82%-40.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $588 | $1,255-53.1% | $2,555-77.0% | $2,241-73.7% |
| Participant deferral / active EE | $651 | $2,423-73.1% | $4,581-85.8% | $3,767-82.7% |
| Admin fee / account holder | $886 | $3,756-76.4% | $8,261-89.3% | $2,969-70.2% |