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 | $16,501 | $77,634-78.7% | $156,549-89.5% | $62,891-73.8% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 11.29% | 50.32%-39.0pp | 32.23%-20.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $543 | $3,444-84.2% | $5,501-90.1% | $2,281-76.2% |
| Participant deferral / active EE | $1,549 | $3,045-49.1% | $4,871-68.2% | $3,203-51.6% |
| Admin fee / account holder | $1,315 | $5,561-76.4% | $13,027-89.9% | $4,296-69.4% |