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 | $11,105 | $37,426-70.3% | $77,482-85.7% | $79,858-86.1% |
| Participation rate | 20.6% | 41.5%-20.9pp | 54.2%-33.6pp | 69.6%-49.0pp |
| Annual return | 13.68% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $116 | $637-81.8% | $986-88.2% | $2,471-95.3% |
| Participant deferral / active EE | $449 | $1,260-64.3% | $1,861-75.9% | $3,740-88.0% |
| Admin fee / account holder | $2,144 | $2,504-14.4% | $2,858-25.0% | $5,306-59.6% |