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 | $14,150 | $45,035-68.6% | $62,995-77.5% | $70,131-79.8% |
| Participation rate | 53.7% | 69.5%-15.8pp | 74.8%-21.1pp | 69.5%-15.8pp |
| Annual return | 15.32% | 18.76%-3.4pp | 87.57%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $826 | $2,051-59.7% | $2,759-70.1% | $2,342-64.7% |
| Participant deferral / active EE | $868 | $2,465-64.8% | $3,329-73.9% | $3,332-74.0% |
| Admin fee / account holder | $1,297 | $2,834-54.2% | $3,600-64.0% | $4,645-72.1% |