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 | $16,905 | $43,327-61.0% | $59,878-71.8% | $64,186-73.7% |
| Participation rate | 30.9% | 69.2%-38.3pp | 74.7%-43.8pp | 69.6%-38.7pp |
| Annual return | 8.43% | -1.55%+10.0pp | 3.46%+5.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $660 | $2,028-67.5% | $2,722-75.7% | $2,381-72.3% |
| Participant deferral / active EE | $1,423 | $2,546-44.1% | $3,402-58.2% | $3,470-59.0% |
| Admin fee / account holder | $339 | $3,005-88.7% | $3,590-90.6% | $4,888-93.1% |