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 | $36,013 | $65,041-44.6% | $90,951-60.4% | $79,858-54.9% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 15.65% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $386 | $1,247-69.1% | $2,122-81.8% | $2,471-84.4% |
| Participant deferral / active EE | $2,655 | $2,512+5.7% | $3,373-21.3% | $3,740-29.0% |
| Admin fee / account holder | $642 | $4,536-85.8% | $5,959-89.2% | $5,306-87.9% |