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 | $24,702 | $32,037-22.9% | $69,182-64.3% | $62,891-60.7% |
| Participation rate | 35.7% | 43.4%-7.7pp | 55.1%-19.4pp | 69.3%-33.6pp |
| Annual return | 7.02% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,536 | $679+126.1% | $1,206+27.3% | $2,281-32.7% |
| Participant deferral / active EE | $1,564 | $1,185+31.9% | $1,897-17.6% | $3,203-51.2% |
| Admin fee / account holder | $583 | $2,608-77.6% | $2,697-78.4% | $4,296-86.4% |