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 | $24,520 | $91,190-73.1% | $178,490-86.3% | $79,858-69.3% |
| Participation rate | 50.8% | 69.2%-18.4pp | 81.9%-31.1pp | 69.6%-18.8pp |
| Annual return | 12.42% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $738 | $3,256-77.3% | $5,011-85.3% | $2,471-70.1% |
| Participant deferral / active EE | $997 | $3,236-69.2% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $3,496 | $6,751-48.2% | $13,984-75.0% | $5,306-34.1% |