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 | $34,503 | $78,422-56.0% | $95,952-64.0% | $79,858-56.8% |
| Participation rate | 51.4% | 73.5%-22.1pp | 77.1%-25.6pp | 69.6%-18.2pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $777 | $1,945-60.0% | $2,541-69.4% | $2,471-68.5% |
| Participant deferral / active EE | $1,620 | $3,440-52.9% | $4,167-61.1% | $3,740-56.7% |
| Admin fee / account holder | $870 | $5,622-84.5% | $6,795-87.2% | $5,306-83.6% |