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 | $56,374 | $65,041-13.3% | $90,951-38.0% | $79,858-29.4% |
| Participation rate | 37.0% | 61.6%-24.6pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 22.47% | 30.45%-8.0pp | 134.60%-112.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $597 | $1,247-52.1% | $2,122-71.9% | $2,471-75.8% |
| Participant deferral / active EE | $1,163 | $2,512-53.7% | $3,373-65.5% | $3,740-68.9% |
| Admin fee / account holder | $478 | $4,536-89.5% | $5,959-92.0% | $5,306-91.0% |