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 | $20,924 | $84,233-75.2% | $170,442-87.7% | $70,131-70.2% |
| Participation rate | 48.7% | 70.8%-22.1pp | 83.6%-34.9pp | 69.5%-20.9pp |
| Annual return | 17.78% | 23.06%-5.3pp | 205.93%-188.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $424 | $3,387-87.5% | $5,433-92.2% | $2,342-81.9% |
| Participant deferral / active EE | $1,336 | $3,086-56.7% | $4,939-72.9% | $3,332-59.9% |
| Admin fee / account holder | $1,505 | $5,698-73.6% | $13,880-89.2% | $4,645-67.6% |