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 | $38,839 | $67,411-42.4% | $91,001-57.3% | $70,131-44.6% |
| Participation rate | 16.0% | 71.4%-55.4pp | 75.6%-59.6pp | 69.5%-53.5pp |
| Annual return | 18.19% | -40.16%+58.4pp | 4.60%+13.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $534 | $1,786-70.1% | $2,456-78.3% | $2,342-77.2% |
| Participant deferral / active EE | $1,404 | $2,823-50.3% | $3,547-60.4% | $3,332-57.9% |
| Admin fee / account holder | $373 | $4,236-91.2% | $5,417-93.1% | $4,645-92.0% |