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 | $30,215 | $71,057-57.5% | $93,654-67.7% | $80,874-62.6% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.4pp |
| Annual return | 12.35% | 11.26%+1.1pp | 133.34%-121.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $868 | $1,564-44.5% | $2,421-64.1% | $2,756-68.5% |
| Participant deferral / active EE | $1,384 | $4,034-65.7% | $4,413-68.6% | $4,297-67.8% |
| Admin fee / account holder | $2,620 | $6,944-62.3% | $8,282-68.4% | $6,935-62.2% |