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 | $22,644 | $51,244-55.8% | $80,975-72.0% | $55,167-59.0% |
| Participation rate | 60.5% | 71.7%-11.2pp | 75.8%-15.3pp | 69.0%-8.5pp |
| Annual return | 18.11% | 17.39%+0.7pp | 17.10%+1.0pp | 169.23%-151.1pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,483 | $4,418+69.4% | $5,696+31.4% | $3,054+145.0% |
| Admin fee / account holder | $688 | $398+72.9% | $5,516-87.5% | $504+36.6% |