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 | $32,514 | $51,466-36.8% | $78,778-58.7% | $62,292-47.8% |
| Participation rate | 39.5% | 59.8%-20.3pp | 69.2%-29.7pp | 69.5%-30.0pp |
| Annual return | 19.07% | 19.96%-0.9pp | 35.62%-16.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $388 | $827-53.1% | $1,986-80.5% | $2,042-81.0% |
| Participant deferral / active EE | $1,754 | $2,147-18.3% | $2,958-40.7% | $3,169-44.7% |
| Admin fee / account holder | $1,793 | $489+266.5% | $5,134-65.1% | $479+274.1% |