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 | $41,147 | $65,041-36.7% | $90,951-54.8% | $79,858-48.5% |
| Participation rate | 35.8% | 61.6%-25.8pp | 69.0%-33.2pp | 69.6%-33.8pp |
| Annual return | 12.62% | 30.45%-17.8pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $279 | $1,247-77.6% | $2,122-86.9% | $2,471-88.7% |
| Participant deferral / active EE | $1,266 | $2,512-49.6% | $3,373-62.5% | $3,740-66.1% |
| Admin fee / account holder | $4,555 | $4,536+0.4% | $5,959-23.6% | $5,306-14.2% |