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 | $27,344 | $108,172-74.7% | $77,482-64.7% | $158,922-82.8% |
| Participation rate | 53.3% | 64.4%-11.1pp | 54.2%-0.9pp | 82.0%-28.6pp |
| Annual return | 12.52% | 31.67%-19.2pp | 54.79%-42.3pp | 302.83%-290.3pp |
| Employer contribution / active EE | $624 | $1,325-52.9% | $986-36.8% | $4,761-86.9% |
| Participant deferral / active EE | $1,560 | $2,456-36.5% | $1,861-16.2% | $5,982-73.9% |
| Admin fee / account holder | $2,376 | $3,708-35.9% | $2,858-16.9% | $11,246-78.9% |