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 | $14,873 | $45,035-67.0% | $62,995-76.4% | $70,131-78.8% |
| Participation rate | 32.3% | 69.5%-37.3pp | 74.8%-42.5pp | 69.5%-37.3pp |
| Annual return | 12.53% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $536 | $2,051-73.9% | $2,759-80.6% | $2,342-77.1% |
| Participant deferral / active EE | $883 | $2,465-64.2% | $3,329-73.5% | $3,332-73.5% |
| Admin fee / account holder | $586 | $2,834-79.3% | $3,600-83.7% | $4,645-87.4% |