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 | $13,924 | $49,227-71.7% | $70,449-80.2% | $79,858-82.6% |
| Participation rate | 35.4% | 69.2%-33.8pp | 75.1%-39.6pp | 69.6%-34.2pp |
| Annual return | 14.46% | 30.06%-15.6pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,339 | $2,768-51.6% | $3,709-63.9% | $3,740-64.2% |
| Admin fee / account holder | $404 | $2,878-86.0% | $3,845-89.5% | $5,306-92.4% |