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 | $15,418 | $85,202-81.9% | $172,739-91.1% | $72,985-78.9% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 17.49% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $547 | $3,324-83.5% | $5,143-89.4% | $2,440-77.6% |
| Participant deferral / active EE | $951 | $3,260-70.8% | $5,198-81.7% | $3,607-73.6% |
| Admin fee / account holder | $4,663 | $5,884-20.8% | $13,954-66.6% | $5,124-9.0% |