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 | $22,242 | $43,423-48.8% | $78,689-71.7% | $55,167-59.7% |
| Participation rate | 60.0% | 68.0%-8.0pp | 73.6%-13.6pp | 69.0%-9.0pp |
| Annual return | 9.14% | 11.53%-2.4pp | 62.18%-53.0pp | 169.23%-160.1pp |
| Employer contribution / active EE | $309 | $1,997-84.5% | $2,851-89.2% | $1,963-84.3% |
| Participant deferral / active EE | $1,880 | $2,509-25.1% | $3,517-46.5% | $3,054-38.4% |
| Admin fee / account holder | $379 | $416-8.9% | $4,510-91.6% | $504-24.7% |