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 | $29,780 | $61,605-51.7% | $112,229-73.5% | $75,163-60.4% |
| Participation rate | 44.7% | 61.7%-16.9pp | 72.4%-27.7pp | 67.2%-22.5pp |
| Annual return | 15.07% | 28.47%-13.4pp | 30.20%-15.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,104 | $2,015-45.2% | $3,430-67.8% | $2,670-58.6% |
| Participant deferral / active EE | $1,677 | $3,108-46.1% | $4,798-65.1% | $4,125-59.4% |
| Admin fee / account holder | $917 | $4,862-81.1% | $7,748-88.2% | $5,651-83.8% |