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 | $33,991 | $76,000-55.3% | $154,107-77.9% | $64,186-47.0% |
| Participation rate | 61.1% | 70.4%-9.3pp | 83.0%-21.9pp | 69.6%-8.5pp |
| Annual return | 10.85% | 30.32%-19.5pp | 735.12%-724.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $703 | $3,351-79.0% | $5,298-86.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,343 | $3,175-57.7% | $5,081-73.6% | $3,470-61.3% |
| Admin fee / account holder | $1,334 | $5,596-76.2% | $13,411-90.0% | $4,888-72.7% |