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 | $17,284 | $52,279-66.9% | $89,391-80.7% | $79,858-78.4% |
| Participation rate | 62.1% | 57.5%+4.5pp | 68.0%-5.9pp | 69.6%-7.6pp |
| Annual return | 12.21% | 22.16%-10.0pp | 245.62%-233.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $812 | $1,572-48.4% | $2,586-68.6% | $2,471-67.2% |
| Participant deferral / active EE | $962 | $2,740-64.9% | $3,890-75.3% | $3,740-74.3% |
| Admin fee / account holder | $554 | $3,356-83.5% | $4,881-88.7% | $5,306-89.6% |