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 | $30,476 | $53,127-42.6% | $86,590-64.8% | $70,131-56.5% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 15.51% | 27.66%-12.2pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $633 | $2,068-69.4% | $2,839-77.7% | $2,342-73.0% |
| Participant deferral / active EE | $1,121 | $2,696-58.4% | $3,609-68.9% | $3,332-66.4% |
| Admin fee / account holder | $2,523 | $3,585-29.6% | $4,906-48.6% | $4,645-45.7% |