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 | $22,210 | $45,073-50.7% | $69,455-68.0% | $72,985-69.6% |
| Participation rate | 57.5% | 68.5%-11.0pp | 74.6%-17.1pp | 69.5%-12.0pp |
| Annual return | 22.87% | 22.65%+0.2pp | 28.97%-6.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $828 | $2,602-68.2% | $3,535-76.6% | $3,607-77.0% |
| Admin fee / account holder | $1,253 | $3,056-59.0% | $3,839-67.4% | $5,124-75.5% |