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 | $23,786 | $71,050-66.5% | $93,606-74.6% | $80,856-70.6% |
| Participation rate | 38.3% | 60.4%-22.1pp | 68.7%-30.4pp | 67.6%-29.3pp |
| Annual return | 16.47% | 11.26%+5.2pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $957 | $1,564-38.8% | $2,420-60.4% | $2,755-65.3% |
| Participant deferral / active EE | $1,276 | $4,034-68.4% | $4,411-71.1% | $4,296-70.3% |
| Admin fee / account holder | $1,842 | $6,945-73.5% | $8,285-77.8% | $6,918-73.4% |