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 | $32,353 | $47,944-32.5% | $67,834-52.3% | $62,891-48.6% |
| Participation rate | 56.8% | 61.1%-4.2pp | 68.8%-12.0pp | 69.3%-12.5pp |
| Annual return | 14.89% | 11.77%+3.1pp | 138.47%-123.6pp | 20.14%-5.3pp |
| Employer contribution / active EE | $827 | $1,562-47.1% | $2,403-65.6% | $2,281-63.7% |
| Participant deferral / active EE | $3,405 | $2,247+51.5% | $3,160+7.8% | $3,203+6.3% |
| Admin fee / account holder | $5,348 | $3,712+44.1% | $4,622+15.7% | $4,296+24.5% |