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 | $38,270 | $45,035-15.0% | $62,995-39.2% | $70,131-45.4% |
| Participation rate | 69.4% | 69.5%-0.1pp | 74.8%-5.4pp | 69.5%-0.2pp |
| Annual return | 11.77% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $596 | $2,051-70.9% | $2,759-78.4% | $2,342-74.5% |
| Participant deferral / active EE | $2,475 | $2,465+0.4% | $3,329-25.7% | $3,332-25.7% |
| Admin fee / account holder | $561 | $2,834-80.2% | $3,600-84.4% | $4,645-87.9% |