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 | $32,166 | $78,422-59.0% | $95,952-66.5% | $79,858-59.7% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 21.80% | 19.37%+2.4pp | 91.61%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $978 | $1,945-49.7% | $2,541-61.5% | $2,471-60.4% |
| Participant deferral / active EE | $1,768 | $3,440-48.6% | $4,167-57.6% | $3,740-52.7% |
| Admin fee / account holder | $641 | $5,622-88.6% | $6,795-90.6% | $5,306-87.9% |