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 | $27,904 | $61,272-54.5% | $149,673-81.4% | $71,457-60.9% |
| Participation rate | 44.2% | 62.5%-18.3pp | 78.8%-34.6pp | 67.9%-23.7pp |
| Annual return | 15.13% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $777 | $2,378-67.3% | $4,818-83.9% | $2,588-70.0% |
| Participant deferral / active EE | $1,893 | $2,917-35.1% | $5,680-66.7% | $4,289-55.9% |
| Admin fee / account holder | $3,430 | $1,261+171.9% | $13,210-74.0% | $1,587+116.1% |