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 | $30,918 | $67,411-54.1% | $91,001-66.0% | $70,131-55.9% |
| Participation rate | 62.1% | 71.4%-9.3pp | 75.6%-13.5pp | 69.5%-7.5pp |
| Annual return | 19.22% | -40.16%+59.4pp | 4.60%+14.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $394 | $1,786-77.9% | $2,456-83.9% | $2,342-83.2% |
| Participant deferral / active EE | $1,577 | $2,823-44.1% | $3,547-55.6% | $3,332-52.7% |
| Admin fee / account holder | $1,623 | $4,236-61.7% | $5,417-70.0% | $4,645-65.1% |