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 | $26,529 | $67,411-60.6% | $91,001-70.8% | $70,131-62.2% |
| Participation rate | 61.4% | 71.4%-9.9pp | 75.6%-14.2pp | 69.5%-8.1pp |
| Annual return | 18.67% | -40.16%+58.8pp | 4.60%+14.1pp | 73.14%-54.5pp |
| Employer contribution / active EE | $366 | $1,786-79.5% | $2,456-85.1% | $2,342-84.4% |
| Participant deferral / active EE | $2,019 | $2,823-28.5% | $3,547-43.1% | $3,332-39.4% |
| Admin fee / account holder | $570 | $4,236-86.5% | $5,417-89.5% | $4,645-87.7% |