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 | $26,703 | $63,346-57.8% | $92,233-71.0% | $70,131-61.9% |
| Participation rate | 38.7% | 68.7%-30.0pp | 76.5%-37.8pp | 69.5%-30.9pp |
| Annual return | 15.37% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $630 | $2,471-74.5% | $3,679-82.9% | $2,342-73.1% |
| Participant deferral / active EE | $1,628 | $2,854-42.9% | $3,897-58.2% | $3,332-51.1% |
| Admin fee / account holder | $473 | $3,840-87.7% | $5,194-90.9% | $4,645-89.8% |