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 | $40,193 | $83,369-51.8% | $105,223-61.8% | $67,986-40.9% |
| Participation rate | 55.8% | 56.3%-0.5pp | 75.0%-19.3pp | 57.2%-1.4pp |
| Annual return | 16.56% | 24.64%-8.1pp | 180.65%-164.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $765 | $2,541-69.9% | $3,689-79.3% | $2,019-62.1% |
| Participant deferral / active EE | $2,069 | $3,295-37.2% | $5,072-59.2% | $3,358-38.4% |
| Admin fee / account holder | $874 | $4,073-78.5% | $8,859-90.1% | $3,203-72.7% |