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 | $22,699 | $48,046-52.8% | $84,611-73.2% | $72,985-68.9% |
| Participation rate | 28.2% | 57.6%-29.4pp | 68.2%-40.0pp | 69.5%-41.3pp |
| Annual return | 25.28% | 37.38%-12.1pp | 258.74%-233.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $728 | $1,602-54.6% | $2,652-72.6% | $2,440-70.2% |
| Participant deferral / active EE | $2,043 | $2,680-23.8% | $3,899-47.6% | $3,607-43.4% |
| Admin fee / account holder | $2,527 | $3,395-25.5% | $4,912-48.5% | $5,124-50.7% |