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 | $14,904 | $84,233-82.3% | $170,442-91.3% | $70,131-78.7% |
| Participation rate | 54.2% | 70.8%-16.6pp | 83.6%-29.4pp | 69.5%-15.3pp |
| Annual return | 18.86% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $895 | $3,387-73.6% | $5,433-83.5% | $2,342-61.8% |
| Participant deferral / active EE | $1,551 | $3,086-49.7% | $4,939-68.6% | $3,332-53.5% |
| Admin fee / account holder | $4,544 | $5,698-20.3% | $13,880-67.3% | $4,645-2.2% |