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 | $23,098 | $93,571-75.3% | $135,903-83.0% | $75,163-69.3% |
| Participation rate | 54.1% | 75.2%-21.1pp | 81.9%-27.9pp | 67.2%-13.1pp |
| Annual return | 15.89% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $951 | $3,537-73.1% | $4,856-80.4% | $2,670-64.4% |
| Participant deferral / active EE | $3,022 | $6,404-52.8% | $7,758-61.0% | $4,125-26.7% |
| Admin fee / account holder | $716 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |