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 | $27,697 | $77,899-64.4% | $149,673-81.5% | $75,163-63.2% |
| Participation rate | 66.3% | 65.6%+0.7pp | 78.8%-12.5pp | 67.2%-0.9pp |
| Annual return | 20.92% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,245 | $3,137-60.3% | $4,818-74.2% | $2,670-53.4% |
| Participant deferral / active EE | $2,390 | $3,411-29.9% | $5,680-57.9% | $4,125-42.1% |
| Admin fee / account holder | $572 | $5,956-90.4% | $13,210-95.7% | $5,651-89.9% |