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 | $52,597 | $65,041-19.1% | $90,951-42.2% | $79,858-34.1% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.9pp |
| Annual return | 13.29% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $281 | $1,247-77.5% | $2,122-86.8% | $2,471-88.6% |
| Participant deferral / active EE | $2,439 | $2,512-2.9% | $3,373-27.7% | $3,740-34.8% |
| Admin fee / account holder | $1,817 | $4,536-60.0% | $5,959-69.5% | $5,306-65.8% |