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 | $25,462 | $84,233-69.8% | $170,442-85.1% | $70,131-63.7% |
| Participation rate | 45.7% | 70.8%-25.1pp | 83.6%-37.9pp | 69.5%-23.8pp |
| Annual return | 30.45% | 23.06%+7.4pp | 205.93%-175.5pp | 73.14%-42.7pp |
| Employer contribution / active EE | $434 | $3,387-87.2% | $5,433-92.0% | $2,342-81.5% |
| Participant deferral / active EE | $1,211 | $3,086-60.7% | $4,939-75.5% | $3,332-63.6% |
| Admin fee / account holder | $2,656 | $5,698-53.4% | $13,880-80.9% | $4,645-42.8% |