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 | $33,250 | $61,605-46.0% | $112,229-70.4% | $75,163-55.8% |
| Participation rate | 60.3% | 61.7%-1.3pp | 72.4%-12.1pp | 67.2%-6.8pp |
| Annual return | 16.93% | 28.47%-11.5pp | 30.20%-13.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,284 | $2,015-36.3% | $3,430-62.6% | $2,670-51.9% |
| Participant deferral / active EE | $1,726 | $3,108-44.5% | $4,798-64.0% | $4,125-58.2% |
| Admin fee / account holder | $927 | $4,862-80.9% | $7,748-88.0% | $5,651-83.6% |