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 | $26,387 | $84,233-68.7% | $170,442-84.5% | $70,131-62.4% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 19.42% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $972 | $3,387-71.3% | $5,433-82.1% | $2,342-58.5% |
| Participant deferral / active EE | $2,328 | $3,086-24.5% | $4,939-52.9% | $3,332-30.1% |
| Admin fee / account holder | $2,305 | $5,698-59.6% | $13,880-83.4% | $4,645-50.4% |