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 | $17,306 | $53,053-67.4% | $126,539-86.3% | $74,304-76.7% |
| Participation rate | 29.2% | 48.0%-18.8pp | 69.8%-40.6pp | 60.3%-31.1pp |
| Annual return | 13.52% | 29.46%-15.9pp | 425.95%-412.4pp | 29.43%-15.9pp |
| Employer contribution / active EE | $437 | $1,168-62.6% | $3,674-88.1% | $2,241-80.5% |
| Participant deferral / active EE | $896 | $2,303-61.1% | $4,083-78.1% | $3,767-76.2% |
| Admin fee / account holder | $1,348 | $3,698-63.5% | $6,065-77.8% | $2,969-54.6% |