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 | $13,814 | $77,899-82.3% | $149,673-90.8% | $75,163-81.6% |
| Participation rate | 55.6% | 65.6%-10.0pp | 78.8%-23.2pp | 67.2%-11.6pp |
| Annual return | 17.86% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $692 | $3,137-77.9% | $4,818-85.6% | $2,670-74.1% |
| Participant deferral / active EE | $1,893 | $3,411-44.5% | $5,680-66.7% | $4,125-54.1% |
| Admin fee / account holder | $880 | $5,956-85.2% | $13,210-93.3% | $5,651-84.4% |