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 | $31,677 | $65,041-51.3% | $90,951-65.2% | $79,858-60.3% |
| Participation rate | 51.5% | 61.6%-10.1pp | 69.0%-17.5pp | 69.6%-18.1pp |
| Annual return | 13.50% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $423 | $1,247-66.1% | $2,122-80.1% | $2,471-82.9% |
| Participant deferral / active EE | $1,340 | $2,512-46.6% | $3,373-60.3% | $3,740-64.2% |
| Admin fee / account holder | $976 | $4,536-78.5% | $5,959-83.6% | $5,306-81.6% |