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 | $20,863 | $61,272-65.9% | $149,673-86.1% | $71,457-70.8% |
| Participation rate | 68.1% | 62.5%+5.6pp | 78.8%-10.7pp | 67.9%+0.1pp |
| Annual return | 14.23% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $438 | $2,378-81.6% | $4,818-90.9% | $2,588-83.1% |
| Participant deferral / active EE | $2,415 | $2,917-17.2% | $5,680-57.5% | $4,289-43.7% |
| Admin fee / account holder | $2,668 | $1,261+111.5% | $13,210-79.8% | $1,587+68.1% |