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 | $33,321 | $34,308-2.9% | $74,701-55.4% | $72,985-54.3% |
| Participation rate | 31.4% | 42.4%-11.0pp | 54.5%-23.0pp | 69.5%-38.1pp |
| Annual return | 23.94% | 26.58%-2.6pp | 752.92%-729.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $810 | $692+17.1% | $1,084-25.3% | $2,440-66.8% |
| Participant deferral / active EE | $2,015 | $1,271+58.5% | $1,964+2.6% | $3,607-44.1% |
| Admin fee / account holder | $1,124 | $2,124-47.1% | $3,333-66.3% | $5,124-78.1% |