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 | $15,324 | $108,172-85.8% | $77,482-80.2% | $158,922-90.4% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 16.65% | 31.67%-15.0pp | 54.79%-38.1pp | 302.83%-286.2pp |
| Employer contribution / active EE | $837 | $1,325-36.8% | $986-15.2% | $4,761-82.4% |
| Participant deferral / active EE | $1,245 | $2,456-49.3% | $1,861-33.1% | $5,982-79.2% |
| Admin fee / account holder | $3,069 | $3,708-17.2% | $2,858+7.4% | $11,246-72.7% |