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 | $42,757 | $48,364-11.6% | $71,796-40.4% | $62,891-32.0% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 11.99% | 13.16%-1.2pp | 78.04%-66.0pp | 20.14%-8.2pp |
| Employer contribution / active EE | $557 | $1,042-46.5% | $1,924-71.0% | $2,281-75.6% |
| Participant deferral / active EE | $970 | $2,091-53.6% | $2,794-65.3% | $3,203-69.7% |
| Admin fee / account holder | $1,718 | $3,771-54.4% | $4,815-64.3% | $4,296-60.0% |