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 | $23,211 | $32,037-27.5% | $69,182-66.4% | $62,891-63.1% |
| Participation rate | 33.3% | 43.4%-10.1pp | 55.1%-21.8pp | 69.3%-36.0pp |
| Annual return | 17.19% | 15.16%+2.0pp | -21.93%+39.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $309 | $679-54.5% | $1,206-74.4% | $2,281-86.4% |
| Participant deferral / active EE | $665 | $1,185-43.9% | $1,897-64.9% | $3,203-79.2% |
| Admin fee / account holder | $552 | $2,608-78.8% | $2,697-79.5% | $4,296-87.2% |