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 | $23,795 | $84,233-71.8% | $170,442-86.0% | $70,131-66.1% |
| Participation rate | 65.5% | 70.8%-5.4pp | 83.6%-18.1pp | 69.5%-4.1pp |
| Annual return | 18.49% | 23.06%-4.6pp | 205.93%-187.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $672 | $3,387-80.2% | $5,433-87.6% | $2,342-71.3% |
| Participant deferral / active EE | $2,859 | $3,086-7.4% | $4,939-42.1% | $3,332-14.2% |
| Admin fee / account holder | $4,104 | $5,698-28.0% | $13,880-70.4% | $4,645-11.6% |