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 | $25,223 | $107,015-76.4% | $73,545-65.7% | $147,584-82.9% |
| Participation rate | 56.3% | 66.4%-10.1pp | 54.9%+1.3pp | 82.8%-26.6pp |
| Annual return | 16.21% | 38.25%-22.0pp | -15.16%+31.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $988 | $1,760-43.9% | $1,219-19.0% | $4,876-79.7% |
| Participant deferral / active EE | $1,168 | $2,462-52.5% | $1,806-35.3% | $5,439-78.5% |
| Admin fee / account holder | $607 | $3,055-80.1% | $2,320-73.8% | $10,885-94.4% |