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 | $27,243 | $37,426-27.2% | $77,482-64.8% | $79,858-65.9% |
| Participation rate | 46.7% | 41.5%+5.2pp | 54.2%-7.5pp | 69.6%-23.0pp |
| Annual return | 13.62% | 39.70%-26.1pp | 54.79%-41.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $785 | $637+23.2% | $986-20.5% | $2,471-68.2% |
| Participant deferral / active EE | $5,930 | $1,260+370.7% | $1,861+218.6% | $3,740+58.6% |
| Admin fee / account holder | $5,335 | $2,504+113.0% | $2,858+86.7% | $5,306+0.5% |