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 | $61,435 | $71,050-13.5% | $93,606-34.4% | $80,856-24.0% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.6%-24.3pp |
| Annual return | 11.90% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $652 | $1,564-58.3% | $2,420-73.0% | $2,755-76.3% |
| Participant deferral / active EE | $1,343 | $4,034-66.7% | $4,411-69.6% | $4,296-68.7% |
| Admin fee / account holder | $2,890 | $6,945-58.4% | $8,285-65.1% | $6,918-58.2% |