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 | $31,498 | $55,415-43.2% | $155,509-79.7% | $74,495-57.7% |
| Participation rate | 66.3% | 61.9%+4.4pp | 78.2%-11.8pp | 67.2%-0.9pp |
| Annual return | 11.64% | 268.50%-256.9pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,307 | $2,267-42.4% | $4,672-72.0% | $2,623-50.2% |
| Participant deferral / active EE | $2,540 | $2,836-10.4% | $5,626-54.9% | $4,346-41.6% |
| Admin fee / account holder | $1,658 | $1,738-4.6% | $15,912-89.6% | $1,942-14.6% |