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 | $31,260 | $85,202-63.3% | $172,739-81.9% | $72,985-57.2% |
| Participation rate | 28.1% | 70.1%-42.0pp | 82.6%-54.6pp | 69.5%-41.4pp |
| Annual return | 21.69% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $568 | $3,324-82.9% | $5,143-89.0% | $2,440-76.7% |
| Participant deferral / active EE | $1,866 | $3,260-42.8% | $5,198-64.1% | $3,607-48.3% |
| Admin fee / account holder | $792 | $5,884-86.5% | $13,954-94.3% | $5,124-84.5% |