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 | $16,920 | $45,035-62.4% | $62,995-73.1% | $70,131-75.9% |
| Participation rate | 53.5% | 69.5%-16.0pp | 74.8%-21.3pp | 69.5%-16.1pp |
| Annual return | 11.78% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $640 | $2,051-68.8% | $2,759-76.8% | $2,342-72.7% |
| Participant deferral / active EE | $856 | $2,465-65.3% | $3,329-74.3% | $3,332-74.3% |
| Admin fee / account holder | $907 | $2,834-68.0% | $3,600-74.8% | $4,645-80.5% |