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 | $26,120 | $47,479-45.0% | $62,929-58.5% | $82,448-68.3% |
| Participation rate | 53.5% | 66.9%-13.3pp | 73.1%-19.6pp | 68.1%-14.5pp |
| Annual return | 14.27% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,185 | $1,885-37.1% | $2,505-52.7% | $2,551-53.5% |
| Participant deferral / active EE | $2,880 | $2,870+0.3% | $3,888-25.9% | $4,139-30.4% |
| Admin fee / account holder | $606 | $3,804-84.1% | $5,065-88.0% | $7,234-91.6% |