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 | $31,182 | $58,851-47.0% | $115,157-72.9% | $72,985-57.3% |
| Participation rate | 25.4% | 65.5%-40.1pp | 75.9%-50.5pp | 69.5%-44.1pp |
| Annual return | 24.00% | 23.16%+0.8pp | 35.60%-11.6pp | 81.00%-57.0pp |
| Employer contribution / active EE | $564 | $1,798-68.6% | $3,179-82.3% | $2,440-76.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $628 | $6,370-90.1% | $7,088-91.1% | $5,124-87.7% |