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 | $86,944-53.8% | $107,525-62.6% | $74,304-45.9% |
| Participation rate | 55.8% | 59.6%-3.8pp | 75.1%-19.3pp | 60.3%-4.6pp |
| Annual return | 16.56% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $765 | $2,757-72.2% | $3,754-79.6% | $2,241-65.9% |
| Participant deferral / active EE | $2,069 | $3,554-41.8% | $5,116-59.5% | $3,767-45.1% |
| Admin fee / account holder | $874 | $3,727-76.5% | $8,919-90.2% | $2,969-70.6% |