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 | $57,322 | $59,839-4.2% | $81,983-30.1% | $79,858-28.2% |
| Participation rate | 39.7% | 61.6%-22.0pp | 69.2%-29.6pp | 69.6%-30.0pp |
| Annual return | 24.67% | 17.56%+7.1pp | 41.31%-16.6pp | 31.71%-7.0pp |
| Employer contribution / active EE | $485 | $1,713-71.7% | $2,498-80.6% | $2,471-80.4% |
| Participant deferral / active EE | $1,419 | $2,695-47.3% | $3,722-61.9% | $3,740-62.1% |
| Admin fee / account holder | $888 | $4,287-79.3% | $5,664-84.3% | $5,306-83.3% |