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 | $35,083 | $54,762-35.9% | $90,281-61.1% | $72,985-51.9% |
| Participation rate | 39.7% | 65.1%-25.5pp | 73.3%-33.6pp | 69.5%-29.8pp |
| Annual return | 18.04% | 30.63%-12.6pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $388 | $2,092-81.5% | $2,854-86.4% | $2,440-84.1% |
| Participant deferral / active EE | $894 | $2,887-69.0% | $3,885-77.0% | $3,607-75.2% |
| Admin fee / account holder | $603 | $3,972-84.8% | $5,351-88.7% | $5,124-88.2% |