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 | $23,978 | $84,233-71.5% | $170,442-85.9% | $70,131-65.8% |
| Participation rate | 37.9% | 70.8%-32.9pp | 83.6%-45.7pp | 69.5%-31.6pp |
| Annual return | 16.59% | 23.06%-6.5pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,430 | $3,387-57.8% | $5,433-73.7% | $2,342-39.0% |
| Participant deferral / active EE | $2,337 | $3,086-24.3% | $4,939-52.7% | $3,332-29.8% |
| Admin fee / account holder | $2,933 | $5,698-48.5% | $13,880-78.9% | $4,645-36.9% |