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 | $14,216 | $48,076-70.4% | $78,689-81.9% | $62,891-77.4% |
| Participation rate | 61.2% | 65.2%-4.0pp | 73.6%-12.3pp | 69.3%-8.1pp |
| Annual return | 8.62% | 31.35%-22.7pp | 62.18%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $421 | $2,015-79.1% | $2,851-85.2% | $2,281-81.5% |
| Participant deferral / active EE | $877 | $2,588-66.1% | $3,517-75.1% | $3,203-72.6% |
| Admin fee / account holder | $1,335 | $3,207-58.4% | $4,510-70.4% | $4,296-68.9% |