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 | $25,120 | $72,277-65.2% | $101,248-75.2% | $79,858-68.5% |
| Participation rate | 69.8% | 68.5%+1.4pp | 75.8%-6.0pp | 69.6%+0.2pp |
| Annual return | 21.80% | 22.30%-0.5pp | 46.47%-24.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $952 | $2,692-64.6% | $3,660-74.0% | $2,471-61.5% |
| Participant deferral / active EE | $2,222 | $3,282-32.3% | $4,370-49.1% | $3,740-40.6% |
| Admin fee / account holder | $661 | $4,400-85.0% | $5,945-88.9% | $5,306-87.5% |