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 | $26,229 | $48,750-46.2% | $88,946-70.5% | $74,304-64.7% |
| Participation rate | 48.2% | 44.5%+3.7pp | 68.8%-20.6pp | 60.3%-12.1pp |
| Annual return | 17.69% | 25.91%-8.2pp | 57.82%-40.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $764 | $1,255-39.2% | $2,555-70.1% | $2,241-65.9% |
| Participant deferral / active EE | $1,343 | $2,423-44.6% | $4,581-70.7% | $3,767-64.4% |
| Admin fee / account holder | $2,183 | $3,756-41.9% | $8,261-73.6% | $2,969-26.5% |