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 | $15,325 | $48,046-68.1% | $84,611-81.9% | $72,985-79.0% |
| Participation rate | 51.3% | 57.6%-6.3pp | 68.2%-16.9pp | 69.5%-18.2pp |
| Annual return | 32.83% | 37.38%-4.6pp | 258.74%-225.9pp | 81.00%-48.2pp |
| Employer contribution / active EE | $729 | $1,602-54.5% | $2,652-72.5% | $2,440-70.1% |
| Participant deferral / active EE | $2,266 | $2,680-15.5% | $3,899-41.9% | $3,607-37.2% |
| Admin fee / account holder | $1,508 | $3,395-55.6% | $4,912-69.3% | $5,124-70.6% |