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 | $30,081 | $81,208-63.0% | $98,907-69.6% | $79,858-62.3% |
| Participation rate | 61.8% | 72.5%-10.7pp | 76.0%-14.2pp | 69.6%-7.8pp |
| Annual return | 12.40% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $798 | $1,960-59.3% | $2,689-70.3% | $2,471-67.7% |
| Participant deferral / active EE | $1,984 | $3,265-39.2% | $4,244-53.3% | $3,740-47.0% |
| Admin fee / account holder | $877 | $6,013-85.4% | $6,642-86.8% | $5,306-83.5% |