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 | $55,944 | $47,944+16.7% | $67,834-17.5% | $62,891-11.0% |
| Participation rate | 19.0% | 61.1%-42.0pp | 68.8%-49.7pp | 69.3%-50.3pp |
| Annual return | 6.05% | 11.77%-5.7pp | 138.47%-132.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $545 | $1,562-65.1% | $2,403-77.3% | $2,281-76.1% |
| Participant deferral / active EE | $896 | $2,247-60.1% | $3,160-71.6% | $3,203-72.0% |
| Admin fee / account holder | $474 | $3,712-87.2% | $4,622-89.8% | $4,296-89.0% |