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 | $15,187 | $22,126-31.4% | - | $80,856-81.2% |
| Participation rate | 44.4% | 45.9%-1.4pp | - | 67.6%-23.2pp |
| Annual return | 14.03% | 12.16%+1.9pp | - | 35.59%-21.6pp |
| Employer contribution / active EE | $861 | $1,227-29.9% | - | $2,755-68.8% |
| Participant deferral / active EE | $1,363 | $1,384-1.5% | - | $4,296-68.3% |
| Admin fee / account holder | $3,757 | $1,828+105.5% | - | $6,918-45.7% |