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 | $26,166 | $37,426-30.1% | $77,482-66.2% | $79,858-67.2% |
| Participation rate | 60.6% | 41.5%+19.1pp | 54.2%+6.4pp | 69.6%-9.0pp |
| Annual return | 10.36% | 39.70%-29.3pp | 54.79%-44.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $780 | $1,260-38.1% | $1,861-58.1% | $3,740-79.1% |
| Admin fee / account holder | $316 | $2,504-87.4% | $2,858-88.9% | $5,306-94.0% |