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 | $25,368 | $81,248-68.8% | $155,509-83.7% | $80,856-68.6% |
| Participation rate | 68.3% | 66.2%+2.1pp | 78.2%-9.9pp | 67.6%+0.7pp |
| Annual return | 10.72% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,227 | $3,100-60.4% | $4,672-73.7% | $2,755-55.5% |
| Participant deferral / active EE | $2,092 | $3,452-39.4% | $5,626-62.8% | $4,296-51.3% |
| Admin fee / account holder | $926 | $7,997-88.4% | $15,912-94.2% | $6,918-86.6% |