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 | $19,054 | $77,314-75.4% | $177,989-89.3% | $80,856-76.4% |
| Participation rate | 61.2% | 65.7%-4.5pp | 77.1%-15.9pp | 67.6%-6.4pp |
| Annual return | 19.65% | 18.09%+1.6pp | 294.48%-274.8pp | 35.59%-15.9pp |
| Employer contribution / active EE | $603 | $2,292-73.7% | $3,949-84.7% | $2,755-78.1% |
| Participant deferral / active EE | $1,527 | $4,411-65.4% | $6,276-75.7% | $4,296-64.5% |
| Admin fee / account holder | $874 | $7,191-87.8% | $10,363-91.6% | $6,918-87.4% |