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 | $34,319 | $37,426-8.3% | $77,482-55.7% | $79,858-57.0% |
| Participation rate | 34.0% | 41.5%-7.5pp | 54.2%-20.2pp | 69.6%-35.7pp |
| Annual return | 10.29% | 39.70%-29.4pp | 54.79%-44.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $255 | $637-59.9% | $986-74.1% | $2,471-89.7% |
| Participant deferral / active EE | $523 | $1,260-58.5% | $1,861-71.9% | $3,740-86.0% |
| Admin fee / account holder | $727 | $2,504-70.9% | $2,858-74.5% | $5,306-86.3% |