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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,088 | $79,694-48.4% | $96,139-57.3% | $79,386-48.2% |
| Participation rate | 35.6% | 54.0%-18.3pp | 68.4%-32.8pp | 70.7%-35.1pp |
| Annual return | 16.85% | 40.84%-24.0pp | 191.94%-175.1pp | 116.85%-100.0pp |
| Employer contribution / active EE | $973 | $1,443-32.6% | $2,797-65.2% | $2,427-59.9% |
| Participant deferral / active EE | $1,642 | $2,539-35.3% | $4,349-62.2% | $4,046-59.4% |
| Admin fee / account holder | $307 | $630-51.4% | $5,537-94.5% | $626-51.1% |