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 | $27,192 | $67,411-59.7% | $91,001-70.1% | $70,131-61.2% |
| Participation rate | 47.1% | 71.4%-24.3pp | 75.6%-28.5pp | 69.5%-22.5pp |
| Annual return | 13.15% | -40.16%+53.3pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $775 | $1,786-56.6% | $2,456-68.4% | $2,342-66.9% |
| Participant deferral / active EE | $1,550 | $2,823-45.1% | $3,547-56.3% | $3,332-53.5% |
| Admin fee / account holder | $1,826 | $4,236-56.9% | $5,417-66.3% | $4,645-60.7% |