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 | $31,970 | $73,933-56.8% | $96,683-66.9% | $75,163-57.5% |
| Participation rate | 67.6% | 66.4%+1.1pp | 74.3%-6.8pp | 67.2%+0.4pp |
| Annual return | 16.40% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,608 | $3,659-28.7% | $4,878-46.5% | $4,125-36.8% |
| Admin fee / account holder | $426 | $5,216-91.8% | $6,730-93.7% | $5,651-92.5% |