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 | $37,345 | $37,426-0.2% | $77,482-51.8% | $79,858-53.2% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 14.74% | 39.70%-25.0pp | 54.79%-40.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $158 | $637-75.2% | $986-84.0% | $2,471-93.6% |
| Participant deferral / active EE | $425 | $1,260-66.3% | $1,861-77.2% | $3,740-88.6% |
| Admin fee / account holder | $844 | $2,504-66.3% | $2,858-70.5% | $5,306-84.1% |