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 | $58,925 | $65,041-9.4% | $90,951-35.2% | $79,858-26.2% |
| Participation rate | 50.6% | 61.6%-11.0pp | 69.0%-18.4pp | 69.6%-19.0pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $700 | $1,247-43.9% | $2,122-67.0% | $2,471-71.7% |
| Participant deferral / active EE | $2,160 | $2,512-14.0% | $3,373-36.0% | $3,740-42.3% |
| Admin fee / account holder | $1,110 | $4,536-75.5% | $5,959-81.4% | $5,306-79.1% |