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 | $35,397 | $73,933-52.1% | $96,683-63.4% | $75,163-52.9% |
| Participation rate | 57.3% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 20.60% | 26.70%-6.1pp | 35.69%-15.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $770 | $2,928-73.7% | $3,737-79.4% | $2,670-71.2% |
| Participant deferral / active EE | $2,101 | $3,659-42.6% | $4,878-56.9% | $4,125-49.1% |
| Admin fee / account holder | $598 | $5,216-88.5% | $6,730-91.1% | $5,651-89.4% |