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 | $25,881 | $80,717-67.9% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 27.6% | 66.8%-39.2pp | 78.1%-50.4pp | 68.3%-40.7pp |
| Annual return | 14.96% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $861 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,337 | $3,303-59.5% | $5,540-75.9% | $4,212-68.3% |
| Admin fee / account holder | $372 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |