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 | $27,464 | $44,425-38.2% | $67,834-59.5% | $55,167-50.2% |
| Participation rate | 33.0% | 59.7%-26.7pp | 68.8%-35.8pp | 69.0%-36.0pp |
| Annual return | 18.16% | 17.80%+0.4pp | 138.47%-120.3pp | 169.23%-151.1pp |
| Employer contribution / active EE | $426 | $1,351-68.5% | $2,403-82.3% | $1,963-78.3% |
| Participant deferral / active EE | $1,082 | $2,166-50.1% | $3,160-65.8% | $3,054-64.6% |
| Admin fee / account holder | $1,103 | $530+107.9% | $4,622-76.1% | $504+118.8% |